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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$324 0.06%
5,840
-8,390
177
$317 0.06%
+8,900
178
$315 0.06%
8,421
-3,829
179
$313 0.06%
1,285
180
$308 0.06%
79,068
181
$308 0.06%
9,780
182
$302 0.06%
1,405
+4
183
$294 0.06%
4,211
184
$293 0.06%
10,663
185
$292 0.06%
1,602
186
$291 0.06%
2,450
-25
187
$285 0.05%
3,468
+360
188
$284 0.05%
5,688
+1
189
$277 0.05%
2,753
+53
190
$275 0.05%
2,000
191
$274 0.05%
2,350
+310
192
$271 0.05%
4,355
-2,730
193
$262 0.05%
1,172
-248
194
$259 0.05%
1,485
-5
195
$255 0.05%
3,200
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196
$254 0.05%
3,325
-894
197
$253 0.05%
1,500
-500
198
$249 0.05%
15,826
+96
199
$247 0.05%
1,950
200
$247 0.05%
6,943
6 7
8
9 10