BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$504K
2
+$319K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$240K
5
SHPG
Shire pic
SHPG
+$232K

Top Sells

1
+$604K
2
+$128K
3
+$62.8K
4
AMZN icon
Amazon
AMZN
+$47.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.8K

Sector Composition

1 Financials 61.41%
2 Healthcare 6.15%
3 Energy 6.01%
4 Technology 5.17%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.1%
6,250
127
$232K 0.1%
+1,645
128
$227K 0.1%
6,900
-250
129
$223K 0.1%
120,000
+40,000
130
$206K 0.09%
+2,694
131
$204K 0.09%
+4,370
132
$200K 0.09%
3,198
-128
133
$176K 0.08%
10,000
134
$140K 0.06%
10,128
-400
135
$39K 0.02%
+10,500
2 3 4 5
6