BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
This Quarter Return
+7.58%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$258M
AUM Growth
+$258M
(+6.1%)
Cap. Flow
-$188K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
67.22%
Holding
139
New
4
Increased
37
Reduced
19
Closed
7
Top Buys
| 1 |
Kinder Morgan
KMI
|
$1.28M |
| 2 |
EOG Resources
EOG
|
$546K |
| 3 |
EGN
Energen
EGN
|
$389K |
| 4 |
UnitedHealth
UNH
|
$233K |
| 5 |
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
|
$199K |
Top Sells
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$1.15M |
| 2 |
Freeport-McMoran
FCX
|
$507K |
| 3 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$497K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$452K |
| 5 |
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% |
