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

Top Buys

1
+$690K
2
+$674K
3
+$653K
4
GILD icon
Gilead Sciences
GILD
+$439K
5
ADBE icon
Adobe
ADBE
+$436K

Top Sells

1
+$797K
2
+$602K
3
+$595K
4
PX
Praxair Inc
PX
+$592K
5
TAL icon
TAL Education Group
TAL
+$514K

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
– –
-10,425
127
– –
-11,550
128
– –
-9,000
2 3 4 5
6