BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
+2.52%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$249M
AUM Growth
-$9.17M
(-3.6%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-5.8%
Top 10 Holdings %
Top 10 Hldgs %
70.72%
Holding
121
New
1
Increased
23
Reduced
70
Closed
13
Top Buys
| 1 |
FM
iShares Frontier and Select EM ETF
FM
|
$205K |
| 2 |
Home Depot
HD
|
$104K |
| 3 |
Intercontinental Exchange
ICE
|
$102K |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$81.2K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$58.5K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$4.08M |
| 2 |
Take-Two Interactive
TTWO
|
$889K |
| 3 |
Qualcomm
QCOM
|
$582K |
| 4 |
Norfolk Southern
NSC
|
$560K |
| 5 |
Cisco
CSCO
|
$510K |
Sector Composition
| 1 | Financials | 68.21% |
| 2 | Healthcare | 6.86% |
| 3 | Technology | 6.17% |
| 4 | Consumer Discretionary | 4.5% |
| 5 | Energy | 3.6% |
