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
$607M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$617K
3
+$594K
4
CSCO icon
Cisco
CSCO
+$508K
5
BSY icon
Bentley Systems
BSY
+$446K

Top Sells

1
+$1.04M
2
+$984K
3
+$814K
4
AAPL icon
Apple
AAPL
+$773K
5
VZ icon
Verizon
VZ
+$661K

Sector Composition

1 Financials 55.79%
2 Technology 12.97%
3 Healthcare 7.93%
4 Industrials 4.88%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.34%
16,945
-610
52
$2.04M 0.34%
16,638
+21
53
$1.93M 0.32%
15,134
+620
54
$1.92M 0.32%
23,736
-622
55
$1.92M 0.32%
12,187
-270
56
$1.91M 0.31%
13,819
57
$1.9M 0.31%
9,160
+1,440
58
$1.89M 0.31%
18,990
+300
59
$1.8M 0.3%
8,961
+2,210
60
$1.77M 0.29%
15,696
-200
61
$1.77M 0.29%
34,293
+9,825
62
$1.71M 0.28%
15,625
-645
63
$1.69M 0.28%
8,137
-46
64
$1.65M 0.27%
9,858
+455
65
$1.65M 0.27%
19,272
-450
66
$1.64M 0.27%
16,287
+840
67
$1.63M 0.27%
24,438
-200
68
$1.63M 0.27%
7,965
-245
69
$1.52M 0.25%
20,868
-1,157
70
$1.42M 0.23%
61,709
71
$1.35M 0.22%
2,800
+380
72
$1.32M 0.22%
5,864
-1,000
73
$1.28M 0.21%
3,147
+505
74
$1.26M 0.21%
78,501
75
$1.23M 0.2%
29,580
+75
1 2
3
4 5