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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$834K 0.16%
15,200
102
$832K 0.16%
+4,612
103
$822K 0.16%
5,810
+2,445
104
$817K 0.16%
6,865
-50
105
$805K 0.16%
10,700
+666
106
$801K 0.16%
3,525
+2,455
107
$785K 0.16%
5,408
+633
108
$774K 0.15%
9,910
-2,323
109
$772K 0.15%
36,117
+2,958
110
$766K 0.15%
4,278
+853
111
$757K 0.15%
2,120
+20
112
$754K 0.15%
4,740
+245
113
$727K 0.14%
3,000
114
$699K 0.14%
12,159
-1,883
115
$696K 0.14%
4,525
+725
116
$692K 0.14%
4,900
+50
117
$687K 0.14%
3,900
+100
118
$687K 0.14%
4,545
-21
119
$683K 0.14%
5,350
120
$678K 0.13%
7,930
121
$676K 0.13%
7,450
+550
122
$658K 0.13%
5,485
+2,585
123
$652K 0.13%
2,425
+915
124
$636K 0.13%
13,230
+2,610
125
$635K 0.13%
3,560
+1,725
3 4
5
6 7