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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.08%
+5,350
152
$331K 0.08%
1,575
153
$326K 0.08%
5,956
154
$325K 0.08%
1,835
+235
155
$324K 0.08%
+845
156
$323K 0.08%
2,300
-500
157
$322K 0.08%
+4,040
158
$313K 0.07%
+4,175
159
$307K 0.07%
6,579
-200
160
$305K 0.07%
10,423
161
$293K 0.07%
27,908
162
$287K 0.07%
+2,865
163
$287K 0.07%
96,134
164
$282K 0.07%
+9,400
165
$281K 0.07%
+7,075
166
$277K 0.06%
+2,715
167
$277K 0.06%
8,899
168
$275K 0.06%
+1,750
169
$273K 0.06%
+6,987
170
$271K 0.06%
2,800
171
$266K 0.06%
+9,480
172
$265K 0.06%
8,025
-1,225
173
$264K 0.06%
4,650
174
$262K 0.06%
1,825
-75
175
$262K 0.06%
+5,050
5 6
7
8 9