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
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 52.75%
595
2
$4.51M 1.42%
97,560
+7,952
3
$3.45M 1.08%
40,600
4
$3.1M 0.97%
29,706
+9,475
5
$3.09M 0.97%
11,375
+5,785
6
$3.03M 0.95%
16,247
+5,995
7
$2.91M 0.92%
29,552
+25,050
8
$2.7M 0.85%
20,389
-900
9
$2.64M 0.83%
95,256
+1,281
10
$2.59M 0.81%
32,523
+1,025
11
$2.56M 0.8%
4,417
-75
12
$2.43M 0.76%
26,193
+8,363
13
$2.32M 0.73%
27,800
+3,000
14
$2.28M 0.72%
9,350
+375
15
$2.21M 0.69%
26,714
+10,626
16
$2.1M 0.66%
10,075
+650
17
$2.04M 0.64%
12,491
+351
18
$1.98M 0.62%
23,293
+975
19
$1.84M 0.58%
+24,800
20
$1.81M 0.57%
20,671
+536
21
$1.75M 0.55%
25,052
+350
22
$1.75M 0.55%
61,477
-8,000
23
$1.7M 0.54%
8,222
+25
24
$1.67M 0.52%
13,756
+7,176
25
$1.65M 0.52%
11,636
+425
1
2 3 4 5