BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
-7.91%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$315M
AUM Growth
-$34.5M
(-9.9%)
Cap. Flow
-$4.54M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
65.72%
Holding
174
New
4
Increased
29
Reduced
51
Closed
16
Top Buys
| 1 |
Linde
LIN
|
$800K |
| 2 |
Diamondback Energy
FANG
|
$617K |
| 3 |
Hershey
HSY
|
$204K |
| 4 |
Insperity
NSP
|
$187K |
| 5 |
Vulcan Materials
VMC
|
$156K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$918K |
| 2 |
EGN
Energen
EGN
|
$887K |
| 3 |
PX
Praxair Inc
PX
|
$840K |
| 4 |
Penske Automotive Group
PAG
|
$313K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$283K |
Sector Composition
| 1 | Financials | 64.86% |
| 2 | Technology | 7.61% |
| 3 | Healthcare | 6.58% |
| 4 | Consumer Discretionary | 4.58% |
| 5 | Industrials | 3.78% |
