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
$253M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$220K
3
+$210K
4
NVS icon
Novartis
NVS
+$202K
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$123K

Top Sells

1
+$1.49M
2
+$442K
3
+$226K
4
CELG
Celgene Corp
CELG
+$170K
5
LOW icon
Lowe's Companies
LOW
+$129K

Sector Composition

1 Financials 63.01%
2 Healthcare 7.36%
3 Technology 5.18%
4 Energy 5.14%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.09%
11,212
127
$222K 0.09%
6,877
128
$215K 0.09%
15,025
129
$211K 0.08%
2,500
130
$201K 0.08%
+2,272
131
$123K 0.05%
10,000
132
$117K 0.05%
2,024
-51
133
$82K 0.03%
14,521
134
$47K 0.02%
118,100
135
– –
-4,370
136
– –
-7,025
2 3 4 5
6