BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
This Quarter Return
+6.59%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$332M
AUM Growth
+$332M
(+5.6%)
Cap. Flow
+$947K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
62.34%
Holding
171
New
14
Increased
43
Reduced
43
Closed
5
Top Buys
| 1 |
Takeda Pharmaceutical
TAK
|
$691K |
| 2 |
Constellation Brands
STZ
|
$567K |
| 3 |
NVIDIA
NVDA
|
$562K |
| 4 |
VSM
Versum Materials, Inc.
VSM
|
$327K |
| 5 |
FDC
First Data Corporation
FDC
|
$286K |
Top Sells
| 1 |
SHPG
Shire pic
SHPG
|
$1.35M |
| 2 |
Qualcomm
QCOM
|
$893K |
| 3 |
Apple
AAPL
|
$399K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$301K |
| 5 |
Nike
NKE
|
$297K |
Sector Composition
| 1 | Financials | 61.08% |
| 2 | Technology | 8.26% |
| 3 | Healthcare | 6.75% |
| 4 | Consumer Discretionary | 4.94% |
| 5 | Industrials | 4.54% |
