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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.02M
3
+$882K
4
MRVL icon
Marvell Technology
MRVL
+$862K
5
SPGI icon
S&P Global
SPGI
+$792K

Top Sells

1
+$1.11M
2
+$779K
3
+$745K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$547K
5
MSFT icon
Microsoft
MSFT
+$422K

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.97%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63K 0.55%
8,035
-550
27
$3.58K 0.54%
10,835
+205
28
$3.49K 0.53%
11,668
+473
29
$3.49K 0.53%
7,654
+364
30
$3.35K 0.51%
2,439
-225
31
$3.19K 0.48%
40,275
32
$3.03K 0.46%
35,776
+510
33
$2.92K 0.44%
32,157
-1,735
34
$2.85K 0.43%
28,113
-840
35
$2.83K 0.43%
68,735
+840
36
$2.8K 0.42%
20,080
+60
37
$2.66K 0.4%
16,459
+48
38
$2.56K 0.39%
12,642
-1,160
39
$2.48K 0.38%
14,817
+100
40
$2.4K 0.36%
9,536
-100
41
$2.37K 0.36%
14,980
-75
42
$2.31K 0.35%
49,327
+1,601
43
$2.27K 0.34%
44,601
+378
44
$2.27K 0.34%
9,174
-275
45
$2.26K 0.34%
13,886
-1,025
46
$2.2K 0.33%
26,600
-540
47
$2.19K 0.33%
20,325
-200
48
$2.16K 0.33%
15,751
+1,600
49
$2.15K 0.32%
16,336
50
$2.13K 0.32%
8,577
-79
1
2
3 4 5