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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.19%
8,916
+3
77
$1.44M 0.18%
5,764
-100
78
$1.43M 0.18%
9,744
-472
79
$1.4M 0.18%
12,555
-5,629
80
$1.38M 0.17%
10,967
-732
81
$1.38M 0.17%
5,684
82
$1.36M 0.17%
23,203
-550
83
$1.35M 0.17%
7,822
+897
84
$1.35M 0.17%
7,912
+150
85
$1.33M 0.17%
6,453
-81
86
$1.33M 0.17%
8,103
-1,430
87
$1.31M 0.16%
3,370
-50
88
$1.29M 0.16%
5,427
-1,110
89
$1.29M 0.16%
13,228
-434
90
$1.27M 0.16%
45,093
-6,726
91
$1.27M 0.16%
15,775
+10
92
$1.27M 0.16%
6,319
-186
93
$1.24M 0.16%
4,155
94
$1.21M 0.15%
9,307
-2,088
95
$1.2M 0.15%
6,906
+22
96
$1.19M 0.15%
5,390
-135
97
$1.17M 0.15%
6,553
-3,629
98
$1.14M 0.14%
4,210
+100
99
$1.14M 0.14%
2,721
-1,887
100
$1.13M 0.14%
8,092
-360
2 3
4
5 6