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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$594 0.11%
10,570
-37
127
$585 0.11%
5,150
128
$584 0.11%
2,775
-45
129
$572 0.11%
6,280
+270
130
$559 0.11%
2,838
+3
131
$558 0.11%
4,298
-722
132
$556 0.11%
6,099
-63
133
$555 0.11%
4,001
+21
134
$553 0.11%
5,107
-167
135
$550 0.1%
9,843
+598
136
$523 0.1%
12,909
-66
137
$514 0.1%
2,580
+140
138
$512 0.1%
14,352
-300
139
$510 0.1%
7,300
+3,050
140
$499 0.09%
7,058
+30
141
$491 0.09%
3,478
+638
142
$486 0.09%
3,994
143
$486 0.09%
3,805
+1,185
144
$466 0.09%
23,922
+1,142
145
$464 0.09%
5,900
-450
146
$457 0.09%
2,650
147
$451 0.09%
3,875
148
$448 0.09%
4,750
149
$440 0.08%
2,864
-291
150
$433 0.08%
5,200
4 5
6
7 8