BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
-0.31%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$344M
AUM Growth
-$2.73M
(-0.79%)
Cap. Flow
-$166K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
62.34%
Holding
171
New
6
Increased
45
Reduced
37
Closed
5
Top Buys
| 1 |
Ulta Beauty
ULTA
|
$652K |
| 2 |
Fiserv
FI
|
$559K |
| 3 |
IAC Inc
IAC
|
$479K |
| 4 |
PNC Financial Services
PNC
|
$431K |
| 5 |
CVS Health
CVS
|
$246K |
Top Sells
| 1 |
Tractor Supply
TSCO
|
$722K |
| 2 |
Prudential Financial
PRU
|
$626K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$624K |
| 4 |
Wells Fargo
WFC
|
$579K |
| 5 |
FDC
First Data Corporation
FDC
|
$325K |
Sector Composition
| 1 | Financials | 61.08% |
| 2 | Technology | 8.7% |
| 3 | Healthcare | 6.76% |
| 4 | Consumer Discretionary | 4.68% |
| 5 | Industrials | 4.14% |
