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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.16%
38,117
-2,450
102
$677K 0.16%
5,250
-300
103
$677K 0.16%
5,350
104
$657K 0.15%
+13,960
105
$648K 0.15%
65,960
-1,512
106
$624K 0.15%
4,850
+15
107
$612K 0.14%
7,930
-300
108
$611K 0.14%
33,159
+5,862
109
$579K 0.14%
4,775
+975
110
$577K 0.14%
9,125
+1,775
111
$572K 0.13%
+6,900
112
$566K 0.13%
4,705
-400
113
$561K 0.13%
4,495
-170
114
$540K 0.13%
+3,425
115
$530K 0.12%
3,800
+1,000
116
$527K 0.12%
4,528
+1,569
117
$521K 0.12%
2,956
-7
118
$509K 0.12%
5,375
119
$505K 0.12%
5,200
120
$505K 0.12%
+4,566
121
$502K 0.12%
3,705
-300
122
$497K 0.12%
9,385
-400
123
$495K 0.12%
+3,365
124
$495K 0.12%
10,620
+4,620
125
$485K 0.11%
22,504
+1,920
3 4
5
6 7