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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.09%
4,370
127
$225K 0.09%
5,950
128
$206K 0.08%
5,000
129
$134K 0.05%
2,075
130
$121K 0.05%
10,000
131
$119K 0.05%
14,521
-3,475
132
$51K 0.02%
118,100
-1,900
133
– –
-5,000
134
– –
-15,526
135
– –
-4,975
136
– –
-2,625
137
– –
-69
138
– –
-2,675
139
– –
-12,366
2 3 4 5
6