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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11K 0.32%
7,362
-130
52
$2.08K 0.32%
36,250
+275
53
$2.07K 0.31%
11,242
+50
54
$2.05K 0.31%
82,407
-2,000
55
$2.02K 0.31%
9,043
-200
56
$1.99K 0.3%
7,616
+917
57
$1.93K 0.29%
22,055
+757
58
$1.9K 0.29%
9,768
+938
59
$1.89K 0.29%
14,325
-855
60
$1.89K 0.29%
4,750
+100
61
$1.87K 0.28%
8,129
+90
62
$1.81K 0.27%
14,682
+308
63
$1.79K 0.27%
34,377
64
$1.79K 0.27%
7,157
-448
65
$1.73K 0.26%
25,322
+246
66
$1.72K 0.26%
34,235
+18,185
67
$1.71K 0.26%
23,910
+6,090
68
$1.71K 0.26%
10,808
-216
69
$1.66K 0.25%
4,034
+1,945
70
$1.6K 0.24%
15,369
-100
71
$1.6K 0.24%
22,275
+11,960
72
$1.59K 0.24%
13,485
-730
73
$1.59K 0.24%
12,550
-1,450
74
$1.56K 0.24%
7,300
-1,828
75
$1.49K 0.23%
2,925
-10
1 2
3
4 5