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
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.11%
+1,880
127
$364K 0.11%
11,300
-1,000
128
$354K 0.11%
+12,900
129
$349K 0.11%
7,851
-321
130
$345K 0.11%
2,583
+424
131
$341K 0.11%
+10,700
132
$341K 0.11%
14,047
+1,894
133
$329K 0.1%
19,540
134
$325K 0.1%
5,600
+400
135
$325K 0.1%
25,326
+10,000
136
$309K 0.1%
+6,600
137
$308K 0.1%
+5,200
138
$307K 0.1%
+4,850
139
$301K 0.09%
+2,215
140
$299K 0.09%
+1,908
141
$299K 0.09%
+8,672
142
$296K 0.09%
5,750
143
$294K 0.09%
+10,700
144
$288K 0.09%
+5,500
145
$281K 0.09%
+2,075
146
$276K 0.09%
+1,125
147
$272K 0.09%
+6,200
148
$265K 0.08%
+5,000
149
$261K 0.08%
8,625
-4,000
150
$261K 0.08%
+9,805
3 4 5
6
7