BIM

Baldwin Investment Management Portfolio holdings

AUM $886M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$593K
3
+$487K
4
BA icon
Boeing
BA
+$478K
5
MTN icon
Vail Resorts
MTN
+$478K

Top Sells

1
+$1.34M
2
+$797K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$604K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$534K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.03%
+450
202
$206K 0.03%
+4,100
203
$12.9K ﹤0.01%
22,500
204
– –
-5,103
205
– –
-4,235
206
– –
-19,377
207
– –
-3,500
5 6 7 8
9