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

Top Buys

1 +$410K
2 +$290K
3 +$229K
4
RAX
Rackspace Hosting Inc
RAX
+$195K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$153K

Top Sells

1 +$1.38M
2 +$279K
3 +$226K
4
AMZN icon
Amazon
AMZN
+$149K
5
POT
Potash Corp Of Saskatchewan
POT
+$75.5K

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