BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$154M 59.66%
681
-2
2
$2.96M 1.15%
107,428
3
$2.6M 1.01%
23,210
+150
4
$2.4M 0.93%
32,350
5
$2.28M 0.88%
63,200
+1,350
6
$2M 0.78%
41,664
+300
7
$1.9M 0.73%
28,916
+220
8
$1.82M 0.71%
12,131
+317
9
$1.81M 0.7%
21,223
+400
10
$1.74M 0.67%
30,129
+112
11
$1.72M 0.67%
5,675
+140
12
$1.7M 0.66%
13,153
-200
13
$1.7M 0.66%
14,252
14
$1.69M 0.66%
29,630
15
$1.63M 0.63%
37,896
+800
16
$1.62M 0.63%
11,437
+60
17
$1.57M 0.61%
99,700
+775
18
$1.56M 0.61%
16,896
+300
19
$1.5M 0.58%
19,723
20
$1.49M 0.58%
7,025
21
$1.47M 0.57%
6,080
+140
22
$1.44M 0.56%
14,730
+75
23
$1.41M 0.55%
6,867
24
$1.38M 0.53%
26,321
-695
25
$1.35M 0.52%
51,220
+1,203
1
2 3 4 5