BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$504K
2
+$319K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$240K
5
SHPG
Shire pic
SHPG
+$232K

Top Sells

1
+$604K
2
+$128K
3
+$62.8K
4
AMZN icon
Amazon
AMZN
+$47.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.8K

Sector Composition

1 Financials 61.41%
2 Healthcare 6.15%
3 Energy 6.01%
4 Technology 5.17%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$326K 0.15%
10,547
102
$323K 0.15%
17,470
103
$322K 0.15%
8,225
+4,000
104
$319K 0.14%
+4,045
105
$317K 0.14%
3,889
-250
106
$310K 0.14%
2,500
107
$290K 0.13%
19,009
108
$289K 0.13%
7,950
109
$287K 0.13%
14,932
110
$284K 0.13%
3,425
-100
111
$275K 0.12%
3,030
112
$274K 0.12%
867
113
$274K 0.12%
3,550
114
$271K 0.12%
5,000
115
$266K 0.12%
5,000
116
$264K 0.12%
1,333
117
$261K 0.12%
15,000
118
$258K 0.12%
6,000
119
$256K 0.12%
4,142
-60
120
$248K 0.11%
5,950
121
$242K 0.11%
+1,800
122
$240K 0.11%
+4,000
123
$238K 0.11%
4,300
124
$235K 0.11%
11,250
125
$234K 0.11%
6,800
-400
2 3 4
5
6