BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.27%
10,786
+300
52
$2.34M 0.27%
9,777
-12
53
$2.3M 0.26%
6,937
+150
54
$2.3M 0.26%
7,568
-350
55
$2.26M 0.26%
8,030
-315
56
$2.14M 0.24%
12,511
57
$2.04M 0.23%
10,723
+2,630
58
$2.04M 0.23%
67,438
59
$2.02M 0.23%
5,723
-375
60
$1.88M 0.22%
65,676
+2,450
61
$1.86M 0.21%
25,264
+128
62
$1.83M 0.21%
3,999
+385
63
$1.8M 0.21%
3,293
+140
64
$1.78M 0.2%
6,304
+1,275
65
$1.77M 0.2%
14,928
66
$1.76M 0.2%
6,237
67
$1.75M 0.2%
3,556
-64
68
$1.73M 0.2%
17,637
+532
69
$1.68M 0.19%
5,608
+1,992
70
$1.61M 0.18%
9,559
71
$1.59M 0.18%
12,325
-1,450
72
$1.55M 0.18%
11,024
+150
73
$1.51M 0.17%
5,150
74
$1.49M 0.17%
37,934
+4,700
75
$1.48M 0.17%
23,785
-2,720
1 2
3
4 5