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
$491K
AUM Growth
-$35.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$990
2
+$938
3
+$373
4
ON icon
ON Semiconductor
ON
+$258
5
SRPT icon
Sarepta Therapeutics
SRPT
+$254

Top Sells

1
+$1.03K
2
+$1K
3
+$818
4
DELL icon
Dell
DELL
+$731
5
GMRE
Global Medical REIT
GMRE
+$594

Sector Composition

1 Technology 11.15%
2 Healthcare 9.29%
3 Financials 7.74%
4 Industrials 5.22%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8K 2.19%
77,967
-5,921
2
$8.91K 1.81%
38,261
-543
3
$5.23K 1.06%
38,950
-1,752
4
$5.16K 1.05%
49,371
-991
5
$4.88K 0.99%
10,344
-293
6
$4.79K 0.98%
201,466
-1,940
7
$4.79K 0.97%
29,316
+318
8
$4.59K 0.93%
64,513
-5,301
9
$4.51K 0.92%
16,902
-721
10
$4.26K 0.87%
95,840
-2,310
11
$4.06K 0.83%
15,057
+1,383
12
$3.96K 0.81%
35,007
-1,708
13
$3.93K 0.8%
107,380
+1,490
14
$3.89K 0.79%
21,886
-1,198
15
$3.8K 0.77%
7,495
-168
16
$3.72K 0.76%
25,066
-1,260
17
$3.68K 0.75%
37,990
+511
18
$3.58K 0.73%
43,679
+955
19
$3.48K 0.71%
13,532
-1,123
20
$3.37K 0.69%
14,709
-436
21
$3.18K 0.65%
33,285
-555
22
$3.18K 0.65%
11,510
-79
23
$2.96K 0.6%
15,221
-149
24
$2.89K 0.59%
5,259
-147
25
$2.68K 0.55%
7,510
1
2 3 4 5