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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$615K 0.12%
4,630
-75
127
$613K 0.12%
2,963
+7
128
$612K 0.12%
+2,440
129
$604K 0.12%
33,184
-4,933
130
$599K 0.12%
5,793
-46
131
$590K 0.12%
15,651
+1,494
132
$572K 0.11%
7,700
+2,350
133
$562K 0.11%
25,880
+3,376
134
$547K 0.11%
5,875
+300
135
$541K 0.11%
9,485
+100
136
$540K 0.11%
22,700
+3,000
137
$532K 0.11%
7,875
+1,347
138
$531K 0.1%
5,375
139
$521K 0.1%
3,612
140
$521K 0.1%
+1,660
141
$516K 0.1%
3,405
-300
142
$497K 0.1%
5,200
143
$491K 0.1%
2,747
-191
144
$480K 0.09%
8,220
+3,350
145
$476K 0.09%
3,935
+1,070
146
$476K 0.09%
+2,707
147
$470K 0.09%
1,721
+281
148
$467K 0.09%
8,008
-1,117
149
$461K 0.09%
3,250
+825
150
$451K 0.09%
1,270
+425
4 5
6
7 8