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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44K 0.22%
25,892
77
$1.44K 0.22%
54,585
+1,287
78
$1.41K 0.21%
13,961
-800
79
$1.41K 0.21%
22,488
-749
80
$1.4K 0.21%
7,606
-450
81
$1.39K 0.21%
9,265
-19
82
$1.37K 0.21%
7,418
+328
83
$1.34K 0.2%
8,860
+435
84
$1.34K 0.2%
70,588
-4,850
85
$1.29K 0.2%
5,794
-166
86
$1.26K 0.19%
4,110
+345
87
$1.26K 0.19%
5,031
-65
88
$1.21K 0.18%
21,662
+1,302
89
$1.21K 0.18%
5,295
+243
90
$1.19K 0.18%
28,971
+432
91
$1.19K 0.18%
9,142
-400
92
$1.16K 0.18%
25,322
-15,063
93
$1.14K 0.17%
10,179
+5
94
$1.12K 0.17%
18,763
+2,472
95
$1.1K 0.17%
9,307
96
$1.09K 0.17%
+3,630
97
$1.07K 0.16%
6,573
+16
98
$1.03K 0.16%
23,625
+3,300
99
$1.03K 0.16%
14,230
+2,076
100
$1.01K 0.15%
6,624
-350
2 3
4
5 6