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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239 0.04%
9,800
227
$238 0.04%
+2,000
228
$228 0.03%
1,450
229
$228 0.03%
+14,400
230
$227 0.03%
2,000
-700
231
$226 0.03%
7,316
232
$223 0.03%
6,000
233
$222 0.03%
3,800
234
$214 0.03%
12,000
235
$212 0.03%
2,935
-165
236
$211 0.03%
2,050
237
$209 0.03%
4,475
-125
238
$203 0.03%
1,820
-100
239
$203 0.03%
+2,900
240
$144 0.02%
+25,394
241
– –
-1,275
242
– –
-1,187
243
– –
-4,680
244
– –
-4,150
245
– –
-2,015
246
– –
-6,200
247
– –
-3,950
248
– –
-2,775
249
– –
-1,000
250
– –
-3,150
7 8 9
10
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