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
251
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258
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259
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-821
260
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-4,754
265
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-27,928
7 8 9 10
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