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
$607M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$617K
3
+$594K
4
CSCO icon
Cisco
CSCO
+$508K
5
BSY icon
Bentley Systems
BSY
+$446K

Top Sells

1
+$1.04M
2
+$984K
3
+$814K
4
AAPL icon
Apple
AAPL
+$773K
5
VZ icon
Verizon
VZ
+$661K

Sector Composition

1 Financials 55.79%
2 Technology 12.97%
3 Healthcare 7.93%
4 Industrials 4.88%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.2%
8,707
-100
77
$1.18M 0.2%
7,912
+105
78
$1.18M 0.19%
3,926
-150
79
$1.17M 0.19%
5,664
+15
80
$1.16M 0.19%
5,678
+1,395
81
$1.16M 0.19%
6,078
+330
82
$1.14M 0.19%
8,505
+500
83
$1.14M 0.19%
12,210
-340
84
$1.07M 0.18%
7,705
+4,275
85
$1.07M 0.18%
12,600
+500
86
$1.07M 0.18%
4,306
-10
87
$1.07M 0.18%
8,963
-1,850
88
$1.07M 0.18%
18,938
+4,406
89
$1.05M 0.17%
10,699
+171
90
$1.04M 0.17%
34,377
91
$974K 0.16%
22,020
-1,000
92
$967K 0.16%
16,170
-2,990
93
$965K 0.16%
2,930
+15
94
$954K 0.16%
5,820
+2,575
95
$937K 0.15%
6,174
-300
96
$924K 0.15%
38,181
+261
97
$915K 0.15%
4,752
+315
98
$910K 0.15%
7,650
99
$885K 0.15%
12,808
-1,250
100
$876K 0.14%
9,757
-200
2 3
4
5 6