BIM

Baldwin Investment Management Portfolio holdings

AUM $886M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$894K
3
+$431K
4
BKR icon
Baker Hughes
BKR
+$363K
5
SPOT icon
Spotify
SPOT
+$325K

Top Sells

1
+$863K
2
+$770K
3
+$697K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$423K
5
AMGN icon
Amgen
AMGN
+$363K

Sector Composition

1 Financials 50.33%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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255
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-12,283
256
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-5,119
257
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-4,242
258
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-700
259
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-1,575
260
– –
-6,533
261
– –
-11,045
262
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-2,130
7 8 9 10
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