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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.22K
2
+$1.08K
3
+$1.04K
4
WSM icon
Williams-Sonoma
WSM
+$1.03K
5
DELL icon
Dell
DELL
+$902

Top Sells

1
+$236M
2
+$1.14M
3
+$563K
4
EXAS icon
Exact Sciences
EXAS
+$423K
5
BKR icon
Baker Hughes
BKR
+$403K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.58%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5K 2.58%
92,908
-504
2
$14K 2.18%
41,555
-582
3
$8.12K 1.27%
51,274
-1,145
4
$7.44K 1.16%
103,400
+880
5
$6.59K 1.03%
99,090
-210
6
$6.32K 0.99%
11,139
+241
7
$6.01K 0.94%
44,354
+101
8
$5.95K 0.93%
202,230
-4,040
9
$5.82K 0.91%
23,863
-170
10
$5.78K 0.9%
6,315
+125
11
$5.65K 0.88%
33,900
-20
12
$5.63K 0.88%
18,827
+135
13
$5.6K 0.87%
8,386
-4
14
$5.47K 0.85%
13,196
+65
15
$5.16K 0.81%
36,687
-12
16
$5.11K 0.8%
29,844
-619
17
$5.04K 0.79%
30,249
+20
18
$4.92K 0.77%
22,691
+1,770
19
$4.76K 0.74%
13,750
+70
20
$4.65K 0.73%
11,195
-210
21
$4.55K 0.71%
15,617
-28
22
$4.52K 0.71%
2,664
-210
23
$4.51K 0.7%
31,120
+120
24
$4.43K 0.69%
70,996
-4,866
25
$4.42K 0.69%
201,181
+3,615
1
2 3 4 5