BIM

Baldwin Investment Management Portfolio holdings

AUM $873M
1-Year Est. Return 18.71%
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.14%
3,100
-200
102
$348K 0.13%
1,637
103
$346K 0.13%
3,795
104
$345K 0.13%
8,200
105
$332K 0.13%
15,000
106
$325K 0.13%
12,625
107
$322K 0.12%
4,425
+200
108
$320K 0.12%
2,679
109
$305K 0.12%
2,500
110
$302K 0.12%
6,500
-200
111
$300K 0.12%
2,500
112
$296K 0.11%
6,527
+800
113
$294K 0.11%
4,300
114
$290K 0.11%
4,050
115
$285K 0.11%
5,875
116
$285K 0.11%
32
117
$282K 0.11%
2,563
118
$280K 0.11%
3,250
119
$262K 0.1%
11,212
120
$262K 0.1%
4,505
121
$253K 0.1%
6,800
122
$249K 0.1%
15,025
+3,425
123
$246K 0.1%
4,012
124
$243K 0.09%
6,877
125
$233K 0.09%
+2,302
2 3 4
5
6