BALDWIN INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 140
New Positions 3
Increased Positions 42
Decreased Positions 44
Positions with Activity 86
Sold Out Positions 7
Total Mkt Value (in $ millions) 239

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

Sector Weighting

Basic Materials 1.81%
Capital Goods 0.82%
Conglomerates 0.13%
Consumer Cyclical 1.08%
Consumer/Non-Cyclical 1.86%
Energy 4.33%
Financial 66.44%
Healthcare 5.41%
Services 4.71%
Technology 7.73%
Transportation 3.42%
Utilities 2.19%

3 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE US AGGBD ET 281 281 New 2,563
GENESEE & WYO INC CL A 258 258 New 2,675
CARNIVAL CORP PAIRED CTF 217 217 New 5,727


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