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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.13M
3
+$1.05M
4
DELL icon
Dell
DELL
+$895K
5
FTV icon
Fortive
FTV
+$851K

Top Sells

1
+$236M
2
+$1.14M
3
+$1.07M
4
SWKS icon
Skyworks Solutions
SWKS
+$949K
5
META icon
Meta Platforms (Facebook)
META
+$563K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.62%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13K 0.65%
7,290
+12
27
$4.08K 0.64%
8,585
28
$4.07K 0.64%
10,630
+104
29
$3.96K 0.62%
33,892
+201
30
$3.82K 0.6%
15,146
-300
31
$3.57K 0.56%
13,802
-199
32
$3.45K 0.54%
40,091
-210
33
$3.29K 0.51%
35,266
-174
34
$3.02K 0.47%
67,895
-380
35
$3K 0.47%
28,953
-2,048
36
$2.9K 0.45%
40,385
+15,063
37
$2.9K 0.45%
20,020
38
$2.84K 0.44%
40,275
39
$2.82K 0.44%
9,636
40
$2.76K 0.43%
16,411
-740
41
$2.57K 0.4%
9,128
-50
42
$2.56K 0.4%
14,717
-300
43
$2.53K 0.4%
9,449
-50
44
$2.51K 0.39%
15,055
-250
45
$2.4K 0.38%
47,726
-125
46
$2.37K 0.37%
16,336
+241
47
$2.35K 0.37%
20,525
-125
48
$2.33K 0.36%
14,215
+695
49
$2.3K 0.36%
44,223
-3,202
50
$2.25K 0.35%
34,377
-3,000
1
2
3 4 5