BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
+5.05%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$346M
AUM Growth
+$14.4M
(+4.3%)
Cap. Flow
-$1.69M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
63.11%
Holding
171
New
5
Increased
37
Reduced
63
Closed
6
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$464K |
| 2 |
UnitedHealth
UNH
|
$238K |
| 3 |
Cigna
CI
|
$221K |
| 4 |
SPDR Gold Trust
GLD
|
$213K |
| 5 |
PNC Financial Services
PNC
|
$206K |
Top Sells
| 1 |
Mettler-Toledo International
MTD
|
$480K |
| 2 |
Shopify
SHOP
|
$360K |
| 3 |
VSM
Versum Materials, Inc.
VSM
|
$327K |
| 4 |
Bank of New York Mellon
BK
|
$227K |
| 5 |
Philip Morris
PM
|
$223K |
Sector Composition
| 1 | Financials | 62.03% |
| 2 | Technology | 8.08% |
| 3 | Healthcare | 6.78% |
| 4 | Consumer Discretionary | 4.82% |
| 5 | Industrials | 4.29% |
