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
$553M
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$538K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$487K
5
GFS icon
GlobalFoundries
GFS
+$464K

Top Sells

1
+$639K
2
+$338K
3
+$309K
4
BAC icon
Bank of America
BAC
+$272K
5
LHX icon
L3Harris
LHX
+$262K

Sector Composition

1 Financials 56.2%
2 Technology 10.3%
3 Healthcare 9.16%
4 Industrials 5.33%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.55%
8,910
27
$2.99M 0.54%
35,647
+640
28
$2.95M 0.53%
35,287
+1,250
29
$2.91M 0.53%
33,010
-275
30
$2.86M 0.52%
7,485
-25
31
$2.86M 0.52%
7,822
+674
32
$2.74M 0.5%
187,430
-12,300
33
$2.71M 0.49%
27,305
+750
34
$2.71M 0.49%
26,785
-71
35
$2.6M 0.47%
14,377
-70
36
$2.51M 0.45%
12,617
+640
37
$2.5M 0.45%
7,438
+110
38
$2.46M 0.44%
13,690
+349
39
$2.43M 0.44%
1,683
-34
40
$2.43M 0.44%
11,482
+2,051
41
$2.4M 0.43%
8,311
+535
42
$2.33M 0.42%
8,845
-110
43
$2.27M 0.41%
9,785
+1,690
44
$2.24M 0.41%
14,302
-440
45
$2.23M 0.4%
9,328
-15
46
$2.21M 0.4%
4,710
+165
47
$2.16M 0.39%
8,155
-310
48
$2.14M 0.39%
36,430
+2,400
49
$2.13M 0.39%
40,275
+400
50
$1.91M 0.35%
57,790
-8,205
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2
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