BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
-2.55%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$491K
AUM Growth
-$35.1K
(-6.7%)
Cap. Flow
-$16.8K
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
58.16%
Holding
219
New
4
Increased
45
Reduced
125
Closed
22
Top Buys
| 1 |
Darden Restaurants
DRI
|
$990 |
| 2 |
Tractor Supply
TSCO
|
$938 |
| 3 |
Linde
LIN
|
$373 |
| 4 |
ON Semiconductor
ON
|
$258 |
| 5 |
Sarepta Therapeutics
SRPT
|
$254 |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.03K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1K |
| 3 |
Apple
AAPL
|
$818 |
| 4 |
Dell
DELL
|
$731 |
| 5 |
GMRE
Global Medical REIT
GMRE
|
$594 |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Healthcare | 9.29% |
| 3 | Financials | 7.74% |
| 4 | Industrials | 5.22% |
| 5 | Consumer Discretionary | 4.65% |
