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
$349M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$613K
3 +$430K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$225K
5
AZN icon
AstraZeneca
AZN
+$218K

Top Sells

1 +$727K
2 +$341K
3 +$341K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$213K
5
PM icon
Philip Morris
PM
+$212K

Sector Composition

1 Financials 62.16%
2 Technology 8.33%
3 Healthcare 6.55%
4 Consumer Discretionary 4.96%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,425
177
-14,047
178
-1,889