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
$232M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$746K
3
+$620K
4
ADBE icon
Adobe
ADBE
+$471K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$797K
2
+$667K
3
+$649K
4
CB icon
Chubb
CB
+$602K
5
TAL icon
TAL Education Group
TAL
+$532K

Sector Composition

1 Financials 63.86%
2 Healthcare 7.41%
3 Technology 6.06%
4 Consumer Discretionary 4.78%
5 Energy 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,000
127
– –
-3,437
128
– –
-11,550
2 3 4 5
6