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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.29%
22,347
-2,033
52
$2.3M 0.29%
13,499
-810
53
$2.29M 0.29%
8,870
-1,249
54
$2.18M 0.27%
10,565
+35
55
$2.17M 0.27%
13,527
+100
56
$2.1M 0.26%
17,920
-220
57
$2.07M 0.26%
7,325
+1,806
58
$2.04M 0.26%
23,044
-349
59
$1.97M 0.25%
6,466
-670
60
$1.94M 0.24%
19,509
+9,040
61
$1.94M 0.24%
1,291
62
$1.93M 0.24%
32,469
-4,327
63
$1.89M 0.24%
8,549
64
$1.83M 0.23%
12,215
+70
65
$1.74M 0.22%
78,356
66
$1.72M 0.22%
57,476
67
$1.71M 0.21%
26,464
+814
68
$1.69M 0.21%
14,400
-775
69
$1.65M 0.21%
33,081
+7,624
70
$1.64M 0.21%
2,800
+74
71
$1.63M 0.2%
2,783
+64
72
$1.62M 0.2%
31,935
-10,350
73
$1.61M 0.2%
6,707
-180
74
$1.52M 0.19%
20,676
-510
75
$1.5M 0.19%
5,201
-240
1 2
3
4 5