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
$737M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.25M
3
+$1.05M
4
VRT icon
Vertiv
VRT
+$806K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$750K

Top Sells

1
+$3.17M
2
+$1.34M
3
+$909K
4
GFS icon
GlobalFoundries
GFS
+$766K
5
BA icon
Boeing
BA
+$582K

Sector Composition

1 Financials 55.81%
2 Technology 13.2%
3 Healthcare 7.29%
4 Industrials 4.96%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.3%
16,357
+150
52
$2.2M 0.3%
16,884
-155
53
$2.19M 0.3%
34,340
-1,015
54
$2.18M 0.3%
23,614
+51
55
$2.13M 0.29%
10,362
+1,135
56
$2.09M 0.28%
8,017
-488
57
$2.03M 0.27%
18,340
-100
58
$2M 0.27%
30,918
+8,793
59
$1.97M 0.27%
6,986
60
$1.92M 0.26%
21,025
-5,056
61
$1.87M 0.25%
4,557
+870
62
$1.87M 0.25%
12,558
-94
63
$1.85M 0.25%
13,427
+371
64
$1.79M 0.24%
10,734
+746
65
$1.74M 0.24%
10,298
+2,974
66
$1.72M 0.23%
1,293
-366
67
$1.72M 0.23%
32,900
+9,150
68
$1.71M 0.23%
6,900
+572
69
$1.68M 0.23%
+48,440
70
$1.68M 0.23%
10,274
+414
71
$1.64M 0.22%
12,657
+135
72
$1.63M 0.22%
16,110
+785
73
$1.6M 0.22%
5,864
74
$1.6M 0.22%
22,845
+1,226
75
$1.59M 0.22%
8,349
-56
1 2
3
4 5