BIM

Baldwin Investment Management Portfolio holdings

AUM $886M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$901K
3
+$838K
4
DDOG icon
Datadog
DDOG
+$735K
5
UBER icon
Uber
UBER
+$493K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$815K
4
NVDA icon
NVIDIA
NVDA
+$654K
5
OTIS icon
Otis Worldwide
OTIS
+$611K

Sector Composition

1 Financials 57.34%
2 Technology 14.63%
3 Healthcare 6.48%
4 Industrials 4.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.28%
6,098
-307
52
$2.33M 0.28%
9,789
+32
53
$2.31M 0.28%
7,918
-88
54
$2.27M 0.27%
67,438
-820
55
$2.26M 0.27%
7,435
+5
56
$2.25M 0.27%
18,246
-100
57
$2.16M 0.26%
6,787
+100
58
$1.88M 0.23%
63,226
+26,925
59
$1.87M 0.23%
12,511
-270
60
$1.86M 0.22%
3,620
-1,048
61
$1.84M 0.22%
3,614
+996
62
$1.82M 0.22%
8,345
+334
63
$1.81M 0.22%
6,237
-25
64
$1.76M 0.21%
8,093
+45
65
$1.75M 0.21%
9,559
-25
66
$1.74M 0.21%
25,136
+258
67
$1.67M 0.2%
12,922
-2,100
68
$1.63M 0.2%
14,928
-100
69
$1.6M 0.19%
17,105
+5,985
70
$1.51M 0.18%
21,874
-441
71
$1.5M 0.18%
21,098
-14
72
$1.48M 0.18%
5,029
-107
73
$1.48M 0.18%
3,153
-500
74
$1.47M 0.18%
1,987
-20
75
$1.46M 0.18%
5,150
1 2
3
4 5