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
$265M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$296K
3
+$266K
4
EGN
Energen
EGN
+$199K
5
IBN icon
ICICI Bank
IBN
+$54.4K

Top Sells

1
+$1.26M
2
+$549K
3
+$453K
4
APA icon
APA Corp
APA
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$185K

Sector Composition

1 Financials 68.83%
2 Healthcare 6.66%
3 Technology 6.23%
4 Consumer Discretionary 4.15%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 62.51%
603
-2
2
$3.64M 1.37%
94,408
-800
3
$2.86M 1.08%
19,635
4
$2.83M 1.07%
4,523
-724
5
$2.76M 1.04%
84,477
6
$2.41M 0.91%
92,450
+450
7
$2.27M 0.86%
21,589
-125
8
$2.25M 0.85%
46,900
9
$1.98M 0.75%
20,731
+350
10
$1.84M 0.69%
24,800
-390
11
$1.76M 0.66%
9,612
-1,010
12
$1.7M 0.64%
91,750
+750
13
$1.69M 0.64%
12,490
14
$1.68M 0.63%
32,298
-25
15
$1.62M 0.61%
8,572
16
$1.6M 0.6%
17,980
-212
17
$1.59M 0.6%
9,675
18
$1.57M 0.59%
24,618
-100
19
$1.56M 0.59%
20,473
-28
20
$1.46M 0.55%
24,662
21
$1.44M 0.54%
5,722
-100
22
$1.41M 0.53%
13,550
-25
23
$1.41M 0.53%
58,170
+1,000
24
$1.39M 0.53%
10,200
+125
25
$1.39M 0.52%
9,300
-150
1
2 3 4 5