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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$320K 0.06%
+2,730
177
$320K 0.06%
27,908
178
$318K 0.06%
1,575
179
$316K 0.06%
4,850
+525
180
$313K 0.06%
24,858
181
$312K 0.06%
1,275
+300
182
$311K 0.06%
2,190
+10
183
$309K 0.06%
7,300
-4,100
184
$305K 0.06%
+1,746
185
$298K 0.06%
5,600
+450
186
$297K 0.06%
8,809
-90
187
$297K 0.06%
8,451
-8,916
188
$296K 0.06%
+415
189
$296K 0.06%
1,522
+177
190
$293K 0.06%
5,856
-100
191
$293K 0.06%
9,930
+220
192
$292K 0.06%
4,210
193
$291K 0.06%
1,400
194
$291K 0.06%
7,192
-833
195
$289K 0.06%
900
+150
196
$288K 0.06%
+1,362
197
$273K 0.05%
+8,166
198
$272K 0.05%
+17,958
199
$267K 0.05%
4,650
200
$267K 0.05%
+2,525
6 7
8
9 10