BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
+9.4%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$252M
AUM Growth
+$17.7M
(+7.6%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
69.46%
Holding
126
New
5
Increased
9
Reduced
80
Closed
6
Top Buys
| 1 |
Customers Bancorp
CUBI
|
$3.03M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$504K |
| 3 |
NXP Semiconductors
NXPI
|
$462K |
| 4 |
APA Corp
APA
|
$430K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$307K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.44M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$402K |
| 3 |
SPDR Gold Trust
GLD
|
$389K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$283K |
| 5 |
FM
iShares Frontier and Select EM ETF
FM
|
$239K |
Sector Composition
| 1 | Financials | 67.45% |
| 2 | Healthcare | 6.33% |
| 3 | Technology | 5.88% |
| 4 | Energy | 4.66% |
| 5 | Consumer Discretionary | 4.25% |