BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
This Quarter Return
+9.69%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$374M
AUM Growth
+$374M
(+8.7%)
Cap. Flow
-$1.22M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
62.63%
Holding
175
New
9
Increased
27
Reduced
43
Closed
8
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$1.39M |
| 2 |
S&T Bancorp
STBA
|
$291K |
| 3 |
XPO
XPO
|
$271K |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$246K |
| 5 |
LPT
Liberty Property Trust
LPT
|
$225K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$1.96M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$679K |
| 3 |
FedEx
FDX
|
$316K |
| 4 |
Corning
GLW
|
$305K |
| 5 |
DNBF
DNB Financial Corp
DNBF
|
$263K |
Sector Composition
| 1 | Financials | 61.12% |
| 2 | Technology | 9.28% |
| 3 | Healthcare | 6.81% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Industrials | 3.98% |
