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
$587M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$783K
3
+$711K
4
GMRE
Global Medical REIT
GMRE
+$689K
5
TJX icon
TJX Companies
TJX
+$612K

Top Sells

1
+$1.26M
2
+$860K
3
+$707K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$678K
5
TAK icon
Takeda Pharmaceutical
TAK
+$563K

Sector Composition

1 Financials 49.98%
2 Technology 13.56%
3 Healthcare 8.61%
4 Industrials 5.66%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.23%
8,145
+1
77
$1.33M 0.23%
25,322
78
$1.3M 0.22%
9,265
-28
79
$1.28M 0.22%
2,400
-600
80
$1.27M 0.22%
21,525
+1,850
81
$1.24M 0.21%
14,861
-1,434
82
$1.24M 0.21%
12,225
-210
83
$1.23M 0.21%
5,650
-260
84
$1.23M 0.21%
8,168
+26
85
$1.23M 0.21%
6,105
+240
86
$1.19M 0.2%
2,982
+358
87
$1.19M 0.2%
20,926
+1,001
88
$1.15M 0.2%
29,789
-38
89
$1.13M 0.19%
7,635
-235
90
$1.13M 0.19%
10,230
-593
91
$1.13M 0.19%
26,892
+716
92
$1.12M 0.19%
65,288
-82
93
$1.11M 0.19%
4,575
+40
94
$1.09M 0.19%
9,507
95
$1.09M 0.19%
5,500
-500
96
$1.07M 0.18%
3,595
+128
97
$1.04M 0.18%
24,008
-32
98
$1.03M 0.17%
5,250
99
$1.01M 0.17%
19,085
+850
100
$986K 0.17%
9,990
-1,067
2 3
4
5 6