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
$265M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$296K
3
+$266K
4
EGN
Energen
EGN
+$199K
5
IBN icon
ICICI Bank
IBN
+$54.4K

Top Sells

1
+$1.26M
2
+$549K
3
+$453K
4
APA icon
APA Corp
APA
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$185K

Sector Composition

1 Financials 68.83%
2 Healthcare 6.66%
3 Technology 6.23%
4 Consumer Discretionary 4.15%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.1%
1,643
+17
102
$249K 0.09%
5,150
103
$240K 0.09%
2,000
104
$229K 0.09%
4,338
+55
105
$228K 0.09%
7,268
+105
106
$216K 0.08%
5,250
107
$173K 0.07%
1,889
108
$153K 0.06%
10,647
+282
109
$152K 0.06%
19,425
110
$141K 0.05%
14,036
+335
111
– –
-24,776
1 2 3 4
5