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
$564M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$686K
4
RTX icon
RTX Corp
RTX
+$668K
5
CME icon
CME Group
CME
+$525K

Top Sells

1
+$2.13M
2
+$996K
3
+$822K
4
AAPL icon
Apple
AAPL
+$615K
5
PNC icon
PNC Financial Services
PNC
+$549K

Sector Composition

1 Financials 54.57%
2 Technology 12.11%
3 Healthcare 8.68%
4 Industrials 4.95%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.35%
41,935
+8,035
52
$1.94M 0.34%
24,358
53
$1.89M 0.34%
24,638
-99
54
$1.85M 0.33%
13,819
-47
55
$1.83M 0.32%
17,555
-2,280
56
$1.81M 0.32%
18,690
-100
57
$1.79M 0.32%
6,995
-1,160
58
$1.73M 0.31%
19,722
-13
59
$1.71M 0.3%
8,210
+85
60
$1.66M 0.29%
15,896
+431
61
$1.58M 0.28%
7,720
+635
62
$1.56M 0.28%
16,270
-2
63
$1.56M 0.28%
8,183
+17
64
$1.54M 0.27%
22,025
+710
65
$1.46M 0.26%
9,403
-12
66
$1.45M 0.26%
+14,514
67
$1.44M 0.26%
15,447
+1,100
68
$1.37M 0.24%
78,501
69
$1.33M 0.24%
61,709
70
$1.28M 0.23%
24,468
+4,331
71
$1.25M 0.22%
5,748
+500
72
$1.18M 0.21%
6,864
+38
73
$1.17M 0.21%
4,076
-45
74
$1.16M 0.21%
8,807
75
$1.16M 0.21%
6,751
+6
1 2
3
4 5