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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.22K
2
+$1.08K
3
+$1.04K
4
WSM icon
Williams-Sonoma
WSM
+$1.03K
5
DELL icon
Dell
DELL
+$902

Top Sells

1
+$236M
2
+$1.14M
3
+$563K
4
EXAS icon
Exact Sciences
EXAS
+$423K
5
BKR icon
Baker Hughes
BKR
+$403K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.58%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431 0.07%
5,120
-10
177
$423 0.07%
29,600
178
$420 0.07%
5,815
+715
179
$419 0.07%
11,250
+5,050
180
$419 0.07%
1,554
-116
181
$414 0.06%
1,175
+213
182
$400 0.06%
1,135
+70
183
$398 0.06%
3,875
-1,500
184
$378 0.06%
3,975
-200
185
$375 0.06%
9,615
-50
186
$372 0.06%
6,064
-277
187
$368 0.06%
1,635
-270
188
$367 0.06%
4,279
-400
189
$367 0.06%
+3,167
190
$358 0.06%
1,270
191
$344 0.05%
5,906
192
$342 0.05%
2,000
193
$342 0.05%
2,651
-49
194
$337 0.05%
1,845
-85
195
$337 0.05%
1,440
+60
196
$335 0.05%
4,000
197
$330 0.05%
1,500
198
$321 0.05%
2,700
-600
199
$313 0.05%
2,000
200
$305 0.05%
15,716
+374
6 7
8
9 10