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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$921K 0.14%
8,738
+625
102
$916K 0.14%
6,319
103
$909K 0.14%
15,827
-400
104
$898K 0.14%
35,373
-3,069
105
$871K 0.14%
3,570
106
$840K 0.13%
1,815
-15
107
$821K 0.13%
4,265
-600
108
$804K 0.13%
8,282
-150
109
$776K 0.12%
7,120
+550
110
$770K 0.12%
4,110
111
$766K 0.12%
12,640
-24,161
112
$759K 0.12%
22,218
+1,675
113
$756K 0.12%
1,773
+195
114
$745K 0.12%
28,352
115
$718K 0.11%
9,222
116
$711K 0.11%
3,050
117
$710K 0.11%
3,068
+105
118
$697K 0.11%
20,700
-2,200
119
$692K 0.11%
7,733
120
$692K 0.11%
4,466
-1,090
121
$664K 0.1%
13,605
122
$650K 0.1%
3,817
-784
123
$617K 0.1%
8,800
+1,325
124
$603K 0.09%
4,000
125
$603K 0.09%
5,140
-360
3 4
5
6 7