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
26
$3.51M 0.64%
10,734
+561
27
$3.5M 0.64%
12,671
+330
28
$3.5M 0.64%
3,025
-424
29
$3.43M 0.63%
8,650
-135
30
$3.42M 0.62%
33,140
31
$3.34M 0.61%
15,166
-647
32
$3.25M 0.59%
55,844
-111
33
$3.19M 0.58%
41,213
+9,005
34
$2.93M 0.53%
219,440
+4,520
35
$2.73M 0.5%
70,589
+11,975
36
$2.71M 0.49%
35,800
+6,141
37
$2.69M 0.49%
14,151
-825
38
$2.49M 0.45%
8,993
-310
39
$2.33M 0.43%
22,520
-1,300
40
$2.28M 0.42%
10,177
-18
41
$2.27M 0.41%
9,486
+116
42
$2.26M 0.41%
19,081
-264
43
$2.24M 0.41%
20,675
-2,130
44
$2.23M 0.41%
17,280
-150
45
$2.13M 0.39%
9,351
+2,440
46
$2.13M 0.39%
9,178
-110
47
$2.1M 0.38%
11,446
-279
48
$2.03M 0.37%
15,970
-100
49
$2M 0.36%
41,275
50
$1.99M 0.36%
14,036
-775
1
2
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