BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
+4.17%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$258M
AUM Growth
+$6.62M
(+2.6%)
Cap. Flow
-$2.38M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
68.75%
Holding
122
New
2
Increased
12
Reduced
39
Closed
2
Top Buys
| 1 |
Fortive
FTV
|
$680K |
| 2 |
Autodesk
ADSK
|
$454K |
| 3 |
Lam Research
LRCX
|
$215K |
| 4 |
Trip.com Group
TCOM
|
$206K |
| 5 |
SJT
San Juan Basin Royalty Trust
SJT
|
$157K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.75M |
| 2 |
VAR
Varian Medical Systems, Inc.
VAR
|
$534K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$250K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$225K |
| 5 |
Amazon
AMZN
|
$177K |
Sector Composition
| 1 | Financials | 66.41% |
| 2 | Technology | 6.96% |
| 3 | Healthcare | 6.48% |
| 4 | Consumer Discretionary | 4.47% |
| 5 | Energy | 4.45% |
