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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$202M 39.93%
581
-2
2
$14.2M 2.8%
106,734
+6,193
3
$9.56M 1.89%
42,991
+2,219
4
$6.66M 1.32%
52,376
+4,620
5
$5.73M 1.13%
121,360
+4,340
6
$5.43M 1.07%
33,320
+1,440
7
$5.31M 1.05%
33,744
+4,614
8
$5.12M 1.01%
23,416
+1,775
9
$4.86M 0.96%
9,719
+795
10
$4.72M 0.93%
44,095
+4,411
11
$4.62M 0.91%
6,400
+650
12
$4.47M 0.88%
41,827
+2,451
13
$4.38M 0.87%
30,974
+2,896
14
$4.19M 0.83%
67,547
+10,962
15
$4.19M 0.83%
38,263
+4,980
16
$4.17M 0.82%
17,974
+261
17
$4.17M 0.82%
95,180
+16,390
18
$3.93M 0.78%
3,449
+12
19
$3.92M 0.77%
10,398
+287
20
$3.9M 0.77%
23,588
+2,375
21
$3.85M 0.76%
19,554
+575
22
$3.81M 0.75%
8,170
+330
23
$3.44M 0.68%
30,166
-1,100
24
$3.39M 0.67%
172,891
+10,775
25
$3.29M 0.65%
15,813
+1,450
1
2 3 4 5