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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.36%
10,636
+481
52
$1.96M 0.36%
14,090
-17
53
$1.9M 0.35%
17,961
+735
54
$1.81M 0.33%
6,451
+26
55
$1.81M 0.33%
96,742
+1,280
56
$1.8M 0.33%
23,233
+2,399
57
$1.77M 0.32%
38,025
-1,700
58
$1.77M 0.32%
8,140
+526
59
$1.67M 0.3%
13,690
+8,205
60
$1.64M 0.3%
9,361
+1,275
61
$1.62M 0.3%
7,995
-1,132
62
$1.61M 0.29%
14,395
-363
63
$1.59M 0.29%
3,000
64
$1.58M 0.29%
28,395
-1,324
65
$1.5M 0.27%
13,600
-90
66
$1.47M 0.27%
14,011
-225
67
$1.44M 0.26%
4,642
-80
68
$1.42M 0.26%
8,421
+176
69
$1.39M 0.25%
43,677
-14,000
70
$1.38M 0.25%
23,586
+1,501
71
$1.35M 0.25%
7,840
-790
72
$1.35M 0.25%
25,322
-1,774
73
$1.35M 0.25%
21,067
-8,427
74
$1.34M 0.24%
7,162
+690
75
$1.31M 0.24%
8,144
+644
1 2
3
4 5