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
201
$243 0.05%
7,432
-151
202
$237 0.05%
4,600
203
$233 0.04%
3,625
-254
204
$229 0.04%
20,600
+400
205
$228 0.04%
2,250
206
$224 0.04%
3,210
-1,228
207
$223 0.04%
2,017
+17
208
$219 0.04%
570
-144
209
$219 0.04%
2,085
210
$205 0.04%
1,375
-525
211
$205 0.04%
9,800
212
$205 0.04%
2,900
-35
213
$145 0.03%
18,314
+375
214
$82 0.02%
25,394
215
– –
-6,500
216
– –
-1,450
217
– –
-10,750
218
– –
-5,815
219
– –
-4,000
220
– –
-2,500
221
– –
-1,820
222
– –
-3,800
223
– –
-1,205
224
– –
-15,145
225
– –
-3,900
6 7 8
9
10