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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.24%
5,910
+1,298
77
$1.29M 0.24%
6,020
+5
78
$1.27M 0.23%
29,827
+1,793
79
$1.26M 0.23%
15,300
-12,100
80
$1.26M 0.23%
+5,865
81
$1.25M 0.23%
9,293
+2,428
82
$1.23M 0.22%
16,295
-3,393
83
$1.2M 0.22%
12,435
-505
84
$1.18M 0.21%
4,535
+1,010
85
$1.16M 0.21%
10,823
+1,348
86
$1.15M 0.21%
8,142
+100
87
$1.13M 0.21%
+19,675
88
$1.12M 0.2%
20,730
-4,707
89
$1.11M 0.2%
8,726
-509
90
$1.11M 0.2%
24,040
+35
91
$1.09M 0.2%
7,870
+180
92
$1.08M 0.2%
4,330
-5
93
$1.07M 0.2%
14,400
94
$1.07M 0.19%
11,057
-1,383
95
$1.05M 0.19%
65,370
+97
96
$1.04M 0.19%
+19,925
97
$1.03M 0.19%
6,000
-325
98
$1.03M 0.19%
9,507
-198
99
$1.02M 0.19%
12,234
-150
100
$987K 0.18%
7,291
-220
2 3
4
5 6