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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
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
26
$3.98M 0.69%
10,526
+20
27
$3.96M 0.69%
2,874
-135
28
$3.74M 0.65%
11,405
-47
29
$3.72M 0.65%
33,691
-7,375
30
$3.68M 0.64%
8,585
-90
31
$3.46M 0.6%
40,301
-180
32
$3.36M 0.59%
31,001
-6,240
33
$3.03M 0.53%
15,446
-555
34
$2.9M 0.5%
68,275
-730
35
$2.84M 0.49%
14,001
-150
36
$2.78M 0.48%
35,440
-2,415
37
$2.68M 0.47%
47,851
38
$2.67M 0.46%
20,020
-1,300
39
$2.62M 0.46%
9,178
+60
40
$2.61M 0.45%
16,095
41
$2.56M 0.45%
47,425
-5,519
42
$2.56M 0.45%
9,636
+150
43
$2.31M 0.4%
14,007
-170
44
$2.29M 0.4%
9,499
-227
45
$2.29M 0.4%
15,305
-450
46
$2.26M 0.39%
15,017
+1,099
47
$2.25M 0.39%
20,650
48
$2.19M 0.38%
11,202
+125
49
$2.18M 0.38%
40,275
50
$2.15M 0.37%
17,151
-75
1
2
3 4 5