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
$491K
AUM Growth
-$35.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$990
2
+$938
3
+$373
4
ON icon
ON Semiconductor
ON
+$258
5
SRPT icon
Sarepta Therapeutics
SRPT
+$254

Top Sells

1
+$1.03K
2
+$1K
3
+$818
4
DELL icon
Dell
DELL
+$731
5
GMRE
Global Medical REIT
GMRE
+$594

Sector Composition

1 Technology 11.15%
2 Healthcare 9.29%
3 Financials 7.74%
4 Industrials 5.22%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350 0.07%
7,032
-326
152
$343 0.07%
12,722
-18
153
$341 0.07%
750
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154
$338 0.07%
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155
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1,265
156
$334 0.07%
1,640
-230
157
$331 0.07%
1,860
-915
158
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3,095
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159
$331 0.07%
7,650
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160
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-350
161
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162
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163
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165
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166
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9,250
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167
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169
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170
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172
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173
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174
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10,254
-409
175
$277 0.06%
5,056
-200
5 6
7
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