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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.35%
20,900
-858
52
$2.03M 0.35%
91,257
-4,350
53
$1.92M 0.33%
17,169
-2,100
54
$1.91M 0.33%
14,449
-116
55
$1.83M 0.32%
13,490
56
$1.79M 0.31%
15,625
+958
57
$1.79M 0.31%
8,435
+285
58
$1.76M 0.31%
8,005
-40
59
$1.7M 0.3%
10,061
+65
60
$1.68M 0.29%
4,665
-57
61
$1.68M 0.29%
7,989
-1,277
62
$1.63M 0.28%
14,000
63
$1.61M 0.28%
37,377
64
$1.61M 0.28%
6,957
-300
65
$1.6M 0.28%
27,140
+186
66
$1.55M 0.27%
36,775
-75
67
$1.51M 0.26%
14,911
-300
68
$1.48M 0.26%
13,520
-2,065
69
$1.45M 0.25%
7,573
-100
70
$1.42M 0.25%
6,020
71
$1.39M 0.24%
73,538
+8,250
72
$1.36M 0.24%
5,326
-1,205
73
$1.35M 0.24%
23,237
+1
74
$1.35M 0.23%
25,322
75
$1.33M 0.23%
7,861
-60
1 2
3
4 5