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
$243M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$645K
2 +$379K
3 +$352K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$319K
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$315K

Top Sells

1 +$1.03M
2 +$607K
3 +$37.1K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.6K
5
CELG
Celgene Corp
CELG
+$23.7K

Sector Composition

1 Financials 62.38%
2 Healthcare 6.46%
3 Energy 5.92%
4 Technology 5.13%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$237K 0.1%
5,950
127
$230K 0.09%
5,727
128
$227K 0.09%
6,800
129
$217K 0.09%
4,370
130
$210K 0.09%
2,625
131
$198K 0.08%
17,996
132
$175K 0.07%
2,075
133
$153K 0.06%
32
134
$112K 0.05%
120,000
135
$106K 0.04%
10,000