BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 0.54%
12,710
-455
27
$4.72M 0.54%
10,562
+705
28
$4.71M 0.54%
11,614
+105
29
$4.63M 0.53%
16,592
-50
30
$4.09M 0.47%
8,582
-195
31
$4M 0.46%
8,250
+10
32
$3.84M 0.44%
15,772
+50
33
$3.68M 0.42%
10,540
-75
34
$3.67M 0.42%
24,301
35
$3.58M 0.41%
73,452
-1,800
36
$3.36M 0.38%
22,966
-745
37
$3.33M 0.38%
17,940
+256
38
$3.13M 0.36%
19,672
-195
39
$3.09M 0.35%
13,082
-2,688
40
$2.96M 0.34%
13,925
+835
41
$2.88M 0.33%
38,166
+1,540
42
$2.75M 0.31%
4,122
-196
43
$2.72M 0.31%
10,822
-334
44
$2.66M 0.3%
18,396
+150
45
$2.62M 0.3%
10,629
-565
46
$2.58M 0.29%
45,280
-2,250
47
$2.56M 0.29%
13,315
+1
48
$2.47M 0.28%
12,438
-300
49
$2.45M 0.28%
7,473
+38
50
$2.41M 0.28%
4,238
1
2
3 4 5