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
$207M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$280K
3 +$243K
4
RAX
Rackspace Hosting Inc
RAX
+$223K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1 +$1.36M
2 +$279K
3 +$227K
4
AMZN icon
Amazon
AMZN
+$156K
5
POT
Potash Corp Of Saskatchewan
POT
+$71.3K

Sector Composition

1 Financials 62.64%
2 Energy 6.05%
3 Healthcare 5.55%
4 Technology 5.16%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$163K 0.08%
10,528
127
$151K 0.07%
10,000
128
$137K 0.07%
80,000
129
-8,123