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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$894K
3
+$431K
4
BKR icon
Baker Hughes
BKR
+$363K
5
SPOT icon
Spotify
SPOT
+$325K

Top Sells

1
+$863K
2
+$770K
3
+$697K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$423K
5
AMGN icon
Amgen
AMGN
+$363K

Sector Composition

1 Financials 50.33%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.23%
9,275
+10
77
$1.29M 0.22%
26,892
78
$1.26M 0.22%
14,861
79
$1.23M 0.21%
7,090
-150
80
$1.22M 0.21%
9,207
-627
81
$1.22M 0.21%
8,116
-52
82
$1.2M 0.21%
3,080
+98
83
$1.18M 0.2%
12,225
84
$1.17M 0.2%
5,757
+107
85
$1.15M 0.2%
22,926
+2,000
86
$1.14M 0.2%
9,307
-200
87
$1.14M 0.2%
10,250
-600
88
$1.12M 0.2%
+14,310
89
$1.11M 0.19%
21,125
-400
90
$1.11M 0.19%
10,134
-96
91
$1.1M 0.19%
7,517
-628
92
$1.1M 0.19%
6,050
-55
93
$1.08M 0.19%
29,189
-600
94
$1.06M 0.19%
19,560
+475
95
$1.06M 0.19%
7,130
-505
96
$1.06M 0.18%
24,008
97
$1.04M 0.18%
5,300
-200
98
$1M 0.17%
7,174
+8
99
$993K 0.17%
10,174
+184
100
$983K 0.17%
+5,905
2 3
4
5 6