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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.11%
2,938
-312
127
$462K 0.11%
+6,015
128
$462K 0.11%
+19,700
129
$452K 0.11%
3,000
130
$451K 0.11%
17,367
+100
131
$450K 0.11%
5,590
+612
132
$445K 0.1%
+5,575
133
$441K 0.1%
3,612
+312
134
$441K 0.1%
3,800
+250
135
$432K 0.1%
14,157
+300
136
$407K 0.1%
6,528
+1,200
137
$399K 0.09%
+6,290
138
$386K 0.09%
2,000
+300
139
$386K 0.09%
8,778
-1,122
140
$382K 0.09%
5,839
-6,034
141
$377K 0.09%
11,400
-3,100
142
$377K 0.09%
1,440
+465
143
$376K 0.09%
2,278
-672
144
$373K 0.09%
9,121
+361
145
$363K 0.09%
14,300
146
$360K 0.08%
7,300
147
$340K 0.08%
+1,650
148
$338K 0.08%
3,150
149
$335K 0.08%
+1,510
150
$333K 0.08%
+4,000
4 5
6
7 8