BIM

Baldwin Investment Management Portfolio holdings

AUM $873M
1-Year Est. Return 18.71%
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$783K
3
+$711K
4
GMRE
Global Medical REIT
GMRE
+$689K
5
TJX icon
TJX Companies
TJX
+$612K

Top Sells

1
+$1.26M
2
+$860K
3
+$707K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$678K
5
TAK icon
Takeda Pharmaceutical
TAK
+$563K

Sector Composition

1 Financials 49.98%
2 Technology 13.56%
3 Healthcare 8.61%
4 Industrials 5.66%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.04%
3,000
227
$231K 0.04%
3,900
-667
228
$229K 0.04%
1,000
229
$228K 0.04%
4,130
+10
230
$228K 0.04%
4,196
+304
231
$224K 0.04%
+3,063
232
$223K 0.04%
1,600
-150
233
$222K 0.04%
+4,250
234
$222K 0.04%
3,375
235
$221K 0.04%
6,900
236
$218K 0.04%
+1,450
237
$215K 0.04%
4,326
-474
238
$215K 0.04%
700
-150
239
$213K 0.04%
2,771
-1,459
240
$213K 0.04%
+12,234
241
$210K 0.04%
2,050
242
$207K 0.04%
1,920
-200
243
$205K 0.03%
+3,152
244
$205K 0.03%
+838
245
$204K 0.03%
+1,575
246
$204K 0.03%
6,533
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247
$203K 0.03%
2,130
-1,190
248
$202K 0.03%
4,242
249
$201K 0.03%
+6,100
250
$201K 0.03%
500
7 8 9
10
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