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
176
$261K 0.06%
2,550
177
$256K 0.06%
4,210
178
$253K 0.06%
7,000
179
$253K 0.06%
+2,425
180
$250K 0.06%
3,900
181
$246K 0.06%
+4,870
182
$245K 0.06%
+17,400
183
$241K 0.06%
2,180
+5
184
$239K 0.06%
3,513
+113
185
$237K 0.06%
1,400
186
$234K 0.05%
9,710
+15
187
$233K 0.05%
+3,375
188
$231K 0.05%
+1,675
189
$231K 0.05%
+5,150
190
$230K 0.05%
+2,900
191
$228K 0.05%
+1,006
192
$226K 0.05%
+1,070
193
$226K 0.05%
+975
194
$226K 0.05%
24,858
195
$215K 0.05%
+4,978
196
$214K 0.05%
+4,325
197
$210K 0.05%
+2,520
198
$208K 0.05%
2,100
-150
199
$207K 0.05%
1,345
-299
200
$201K 0.05%
+750
5 6 7
8
9