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
$252M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$504K
3
+$462K
4
APA icon
APA Corp
APA
+$430K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$307K

Top Sells

1
+$2.44M
2
+$402K
3
+$389K
4
AGG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,324
2 3 4 5
6