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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 0.55%
36,377
-326
27
$4.1M 0.51%
7,147
+12
28
$3.9M 0.49%
34,165
+652
29
$3.89M 0.49%
7,861
-49
30
$3.85M 0.48%
15,624
-165
31
$3.83M 0.48%
21,345
-600
32
$3.81M 0.48%
9,751
-302
33
$3.41M 0.43%
10,287
+539
34
$3.32M 0.42%
57,010
+190
35
$3.21M 0.4%
6,199
-191
36
$3.16M 0.4%
19,483
-775
37
$3.1M 0.39%
13,321
-130
38
$2.99M 0.37%
35,357
+317
39
$2.96M 0.37%
81,504
+10,249
40
$2.82M 0.35%
16,216
+200
41
$2.78M 0.35%
16,600
-280
42
$2.74M 0.34%
16,054
+166
43
$2.7M 0.34%
9,981
-600
44
$2.64M 0.33%
22,180
45
$2.61M 0.33%
5,151
+2,860
46
$2.59M 0.32%
16,922
-195
47
$2.43M 0.3%
9,739
+2,629
48
$2.42M 0.3%
11,641
-750
49
$2.38M 0.3%
6,111
-284
50
$2.33M 0.29%
16,397
+1,990
1
2
3 4 5