BALDWIN INVESTMENT MANAGEMENT, LLC Information

100 FOUR FALLS CORPORATE CENTER, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 260-1555

Report Date: 03/31/2015

Position Statistics

Total Positions 137
New Positions 3
Increased Positions 48
Decreased Positions 25
Positions with Activity 73
Sold Out Positions 1
Total Mkt Value (in $ millions) 255

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.75%
Capital Goods 0.42%
Conglomerates 0.15%
Consumer Cyclical 1.19%
Consumer/Non-Cyclical 2%
Energy 3.43%
Financial 66.56%
Healthcare 6.36%
Services 5.32%
Technology 7.72%
Transportation 3.04%
Utilities 2.01%

3 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERCONTINENTAL EXCHANGE INC COM 231 231 New 975
TESORO CORP COM 223 223 New 2,500
NOVARTIS A G SPONSORED ADR 212 212 New 2,036


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