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
$607M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$617K
3
+$594K
4
CSCO icon
Cisco
CSCO
+$508K
5
BSY icon
Bentley Systems
BSY
+$446K

Top Sells

1
+$1.04M
2
+$984K
3
+$814K
4
AAPL icon
Apple
AAPL
+$773K
5
VZ icon
Verizon
VZ
+$661K

Sector Composition

1 Financials 55.79%
2 Technology 12.97%
3 Healthcare 7.93%
4 Industrials 4.88%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.57%
5,026
-230
27
$3.36M 0.55%
26,660
28
$3.31M 0.54%
7,460
-25
29
$3.26M 0.54%
15,955
-950
30
$3.25M 0.54%
15,277
+113
31
$3.25M 0.54%
8,107
+729
32
$2.99M 0.49%
8,493
+130
33
$2.95M 0.49%
26,768
-1,000
34
$2.95M 0.49%
39,812
+4,375
35
$2.76M 0.45%
14,904
-25
36
$2.62M 0.43%
8,135
-625
37
$2.61M 0.43%
26,381
-900
38
$2.6M 0.43%
24,281
-4,949
39
$2.54M 0.42%
11,245
-1,310
40
$2.52M 0.42%
57,010
+15,075
41
$2.5M 0.41%
12,895
+1,035
42
$2.34M 0.39%
6,840
-155
43
$2.32M 0.38%
9,425
-375
44
$2.31M 0.38%
9,408
+173
45
$2.29M 0.38%
4,875
+265
46
$2.27M 0.37%
35,120
+4,920
47
$2.22M 0.37%
38,732
+140
48
$2.2M 0.36%
7,361
-1,040
49
$2.18M 0.36%
1,659
50
$2.16M 0.36%
12,451
-320
1
2
3 4 5