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
$587M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$783K
3
+$711K
4
GMRE
Global Medical REIT
GMRE
+$689K
5
TJX icon
TJX Companies
TJX
+$612K

Top Sells

1
+$1.26M
2
+$860K
3
+$707K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$678K
5
TAK icon
Takeda Pharmaceutical
TAK
+$563K

Sector Composition

1 Financials 49.98%
2 Technology 13.56%
3 Healthcare 8.61%
4 Industrials 5.66%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 0.67%
16,632
-1,354
27
$3.89M 0.66%
31,840
-1,300
28
$3.84M 0.65%
13,016
+345
29
$3.84M 0.65%
13,270
-910
30
$3.71M 0.63%
8,675
+25
31
$3.65M 0.62%
11,452
-579
32
$3.52M 0.6%
16,001
+835
33
$3.45M 0.59%
40,481
-732
34
$2.97M 0.5%
52,944
-2,900
35
$2.85M 0.48%
69,005
-1,584
36
$2.77M 0.47%
37,855
+2,055
37
$2.75M 0.47%
14,151
38
$2.73M 0.46%
+47,851
39
$2.72M 0.46%
14,177
+2,731
40
$2.67M 0.45%
21,320
-1,200
41
$2.66M 0.45%
9,118
+125
42
$2.56M 0.44%
9,486
43
$2.49M 0.42%
16,095
+125
44
$2.33M 0.4%
20,650
-25
45
$2.31M 0.39%
19,269
+188
46
$2.25M 0.38%
9,726
-451
47
$2.21M 0.38%
15,755
-1,525
48
$2.17M 0.37%
9,266
-85
49
$2.11M 0.36%
11,077
+1,716
50
$2.11M 0.36%
40,275
-1,000
1
2
3 4 5