BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.08%
+2,500
152
$250K 0.08%
+4,509
153
$243K 0.08%
+4,500
154
$241K 0.08%
+3,049
155
$236K 0.07%
+1,700
156
$236K 0.07%
5,407
+1,000
157
$229K 0.07%
+4,640
158
$224K 0.07%
5,315
+600
159
$215K 0.07%
+6,700
160
$215K 0.07%
7,478
-300
161
$213K 0.07%
4,466
162
$212K 0.07%
+2,625
163
$211K 0.07%
+4,518
164
$207K 0.07%
+5,918
165
$206K 0.06%
+3,020
166
$203K 0.06%
+3,025
167
$152K 0.05%
2,330
-2,605
168
$101K 0.03%
17,425
-2,000
169
$81K 0.03%
1,889
170
$52K 0.02%
11,078
-700
171
– –
0
172
– –
-4,600
173
– –
-5,250
3 4 5 6
7