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
$553M
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$538K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$487K
5
GFS icon
GlobalFoundries
GFS
+$464K

Top Sells

1
+$639K
2
+$338K
3
+$309K
4
BAC icon
Bank of America
BAC
+$272K
5
LHX icon
L3Harris
LHX
+$262K

Sector Composition

1 Financials 56.2%
2 Technology 10.3%
3 Healthcare 9.16%
4 Industrials 5.33%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.34%
13,866
52
$1.87M 0.34%
16,585
+950
53
$1.85M 0.33%
11,718
+450
54
$1.78M 0.32%
18,790
55
$1.76M 0.32%
19,835
+305
56
$1.75M 0.32%
8,166
-5
57
$1.68M 0.3%
19,735
-445
58
$1.65M 0.3%
24,737
+95
59
$1.65M 0.3%
24,358
-748
60
$1.62M 0.29%
7,085
+350
61
$1.6M 0.29%
29,635
+8,605
62
$1.59M 0.29%
15,465
+5
63
$1.53M 0.28%
33,900
+8,675
64
$1.52M 0.27%
8,125
+1,250
65
$1.51M 0.27%
16,272
+1,001
66
$1.42M 0.26%
21,315
+1,201
67
$1.41M 0.26%
78,501
-2,213
68
$1.39M 0.25%
6,652
-1,259
69
$1.37M 0.25%
14,736
70
$1.35M 0.24%
61,709
-2,827
71
$1.34M 0.24%
2,527
+105
72
$1.3M 0.24%
9,415
+1,575
73
$1.27M 0.23%
4,121
74
$1.25M 0.23%
8,842
-300
75
$1.21M 0.22%
3,608
+270
1 2
3
4 5