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
$832M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$1.37M
3
+$1.37M
4
COR icon
Cencora
COR
+$1.07M
5
NVDA icon
NVIDIA
NVDA
+$948K

Top Sells

1
+$1.3M
2
+$782K
3
+$631K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$618K
5
BX icon
Blackstone
BX
+$579K

Sector Composition

1 Financials 61.19%
2 Technology 11.71%
3 Healthcare 6.76%
4 Consumer Discretionary 4%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.28%
4,238
+2,507
52
$2.23M 0.27%
18,346
+3,911
53
$2.17M 0.26%
12,125
-75
54
$2.15M 0.26%
68,258
+12,100
55
$2.14M 0.26%
15,022
-1,313
56
$2.04M 0.25%
7,430
+57
57
$2M 0.24%
4,668
-374
58
$1.89M 0.23%
6,262
+1,357
59
$1.8M 0.22%
6,687
+2,050
60
$1.79M 0.21%
12,781
-4,140
61
$1.71M 0.21%
11,412
-36
62
$1.67M 0.2%
8,048
+20
63
$1.67M 0.2%
58,310
-22,038
64
$1.65M 0.2%
9,584
+94
65
$1.58M 0.19%
3,538
+444
66
$1.57M 0.19%
15,028
-692
67
$1.55M 0.19%
22,315
+575
68
$1.54M 0.19%
24,878
-1,832
69
$1.5M 0.18%
15,311
+2,233
70
$1.46M 0.18%
8,735
-96
71
$1.43M 0.17%
7,802
+75
72
$1.4M 0.17%
8,738
+206
73
$1.39M 0.17%
20,456
-350
74
$1.39M 0.17%
75,974
-1,250
75
$1.36M 0.16%
2,589
-117
1 2
3
4 5