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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$601K 0.09%
6,658
-1,250
127
$594K 0.09%
9,029
128
$592K 0.09%
5,300
-100
129
$582K 0.09%
+2,234
130
$577K 0.09%
9,785
-2,700
131
$565K 0.09%
+22,125
132
$560K 0.09%
4,700
-1,250
133
$559K 0.09%
5,200
134
$555K 0.09%
5,153
135
$542K 0.08%
3,014
+213
136
$504K 0.08%
1,425
+330
137
$492K 0.08%
7,900
138
$491K 0.08%
2,109
-196
139
$484K 0.08%
76,683
140
$480K 0.08%
3,143
141
$469K 0.07%
620
+100
142
$465K 0.07%
+2,180
143
$465K 0.07%
2,730
-1,610
144
$460K 0.07%
8,745
-105
145
$452K 0.07%
2,230
+525
146
$445K 0.07%
15,448
-300
147
$425K 0.07%
5,810
148
$413K 0.06%
5,228
-4,250
149
$411K 0.06%
6,722
-4,815
150
$410K 0.06%
4,910
+260
4 5
6
7 8