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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$307M 48.01%
566
-1
2
$14.9M 2.32%
39,494
+1,250
3
$13.6M 2.12%
70,544
+1,614
4
$9.52M 1.49%
85,330
+1,970
5
$8.5M 1.33%
49,985
-190
6
$7.73M 1.21%
98,640
+260
7
$7.34M 1.15%
20,587
+1,388
8
$6.66M 1.04%
10,084
+105
9
$6.45M 1.01%
130,200
-200
10
$5.59M 0.87%
13,603
+75
11
$5.43M 0.85%
35,715
+1,435
12
$5.19M 0.81%
197,091
-200
13
$5.06M 0.79%
25,613
+220
14
$5.01M 0.78%
8,598
-143
15
$4.89M 0.76%
34,975
+1,890
16
$4.88M 0.76%
18,762
+15
17
$4.81M 0.75%
31,068
-1,525
18
$4.3M 0.67%
7,208
+48
19
$4.21M 0.66%
5,187
+190
20
$4.07M 0.64%
11,741
+50
21
$4.03M 0.63%
11,485
+250
22
$3.99M 0.62%
7,523
+190
23
$3.86M 0.6%
8,769
+160
24
$3.82M 0.6%
15,569
+130
25
$3.81M 0.6%
9,373
+347
1
2 3 4 5