BIM

Baldwin Investment Management Portfolio holdings

AUM $886M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.8M
3
+$1.56M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.17M
5
TROW icon
T. Rowe Price
TROW
+$1.15M

Top Sells

1
+$239K
2
+$232K
3
+$210K
4
LPT
Liberty Property Trust
LPT
+$209K
5
MA icon
Mastercard
MA
+$207K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.16%
+11,540
102
$495K 0.16%
3,900
-1,000
103
$492K 0.15%
+9,350
104
$491K 0.15%
97,591
105
$482K 0.15%
24,652
106
$475K 0.15%
7,200
107
$475K 0.15%
4,860
108
$449K 0.14%
4,109
+100
109
$436K 0.14%
+2,800
110
$436K 0.14%
+3,300
111
$432K 0.14%
2,200
-1,100
112
$429K 0.13%
+3,200
113
$427K 0.13%
+3,400
114
$423K 0.13%
12,000
115
$419K 0.13%
+5,678
116
$400K 0.13%
+3,640
117
$396K 0.12%
+9,220
118
$395K 0.12%
+4,400
119
$392K 0.12%
+23,850
120
$389K 0.12%
5,700
+400
121
$381K 0.12%
+6,581
122
$381K 0.12%
4,550
-2,600
123
$379K 0.12%
+26,000
124
$376K 0.12%
9,785
+2,100
125
$372K 0.12%
+2,800
3 4
5
6 7