BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
+3.3%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$226M
AUM Growth
+$4.03M
(+1.8%)
Cap. Flow
-$2.53M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
65.4%
Holding
140
New
5
Increased
16
Reduced
49
Closed
4
Top Buys
| 1 |
FM
iShares Frontier and Select EM ETF
FM
|
$498K |
| 2 |
Tractor Supply
TSCO
|
$460K |
| 3 |
Verizon
VZ
|
$288K |
| 4 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$218K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$210K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.5M |
| 2 |
Target
TGT
|
$910K |
| 3 |
PMNA
POWERSHARES MENA FRONTIER COUNTRIES PORTFOLIO
PMNA
|
$434K |
| 4 |
Netflix
NFLX
|
$374K |
| 5 |
Vodafone
VOD
|
$322K |
Sector Composition
| 1 | Financials | 62.61% |
| 2 | Healthcare | 5.99% |
| 3 | Energy | 5.89% |
| 4 | Technology | 5.02% |
| 5 | Industrials | 4.56% |
