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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,522
252
– –
-4,900
253
– –
-8,166
254
– –
-3,900
7 8 9 10
11