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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5K 2.18%
83,888
-2,437
2
$9.97K 1.89%
38,804
-1,349
3
$6.23K 1.18%
40,702
-1,912
4
$5.67K 1.08%
50,362
-1,586
5
$5.38K 1.02%
69,814
-2,822
6
$5.15K 0.98%
28,998
-621
7
$5.1K 0.97%
10,637
-27
8
$4.96K 0.94%
203,406
-3,360
9
$4.81K 0.91%
17,623
+488
10
$4.77K 0.91%
98,150
-2,390
11
$4.54K 0.86%
23,084
-332
12
$4.53K 0.86%
26,326
+1,275
13
$4.51K 0.86%
105,890
+510
14
$4.16K 0.79%
7,663
-368
15
$4.11K 0.78%
42,724
+2,508
16
$4.07K 0.77%
37,479
+40
17
$4.07K 0.77%
14,655
-309
18
$3.93K 0.75%
13,674
-331
19
$3.9K 0.74%
36,715
-85
20
$3.69K 0.7%
33,840
+2,040
21
$3.4K 0.65%
15,145
-461
22
$3.29K 0.63%
5,406
-1,094
23
$3.28K 0.62%
15,370
-36
24
$3.18K 0.6%
11,589
-79
25
$3.11K 0.59%
205,360
+630
1
2 3 4 5