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
$737M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.25M
3
+$1.05M
4
VRT icon
Vertiv
VRT
+$806K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$750K

Top Sells

1
+$3.17M
2
+$1.34M
3
+$909K
4
GFS icon
GlobalFoundries
GFS
+$766K
5
BA icon
Boeing
BA
+$582K

Sector Composition

1 Financials 55.81%
2 Technology 13.2%
3 Healthcare 7.29%
4 Industrials 4.96%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.21%
59,722
-612
77
$1.58M 0.21%
9,986
-2,196
78
$1.55M 0.21%
12,208
+1,605
79
$1.55M 0.21%
25,687
+20,673
80
$1.46M 0.2%
6,857
+1,077
81
$1.43M 0.19%
5,495
+4,031
82
$1.41M 0.19%
5,451
+9
83
$1.41M 0.19%
78,501
84
$1.4M 0.19%
2,833
+32
85
$1.39M 0.19%
8,913
+2,594
86
$1.38M 0.19%
51,474
+16,101
87
$1.37M 0.19%
6,932
+502
88
$1.37M 0.19%
23,687
-450
89
$1.34M 0.18%
5,684
90
$1.32M 0.18%
6,685
+515
91
$1.28M 0.17%
22,020
92
$1.27M 0.17%
7,504
+661
93
$1.26M 0.17%
2,761
+226
94
$1.25M 0.17%
6,512
+3,498
95
$1.23M 0.17%
5,735
+1,202
96
$1.19M 0.16%
8,552
97
$1.18M 0.16%
16,695
+600
98
$1.18M 0.16%
25,132
+1,000
99
$1.15M 0.16%
41,153
+19,028
100
$1.14M 0.15%
22,030
+8,425
2 3
4
5 6