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
$828M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$901K
3
+$838K
4
DDOG icon
Datadog
DDOG
+$735K
5
UBER icon
Uber
UBER
+$493K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$815K
4
NVDA icon
NVIDIA
NVDA
+$654K
5
OTIS icon
Otis Worldwide
OTIS
+$611K

Sector Composition

1 Financials 57.34%
2 Technology 14.63%
3 Healthcare 6.48%
4 Industrials 4.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.17%
33,234
-1,100
77
$1.44M 0.17%
10,874
-538
78
$1.41M 0.17%
6,071
-198
79
$1.41M 0.17%
26,505
+50
80
$1.39M 0.17%
74,840
-1,134
81
$1.38M 0.17%
8,482
+680
82
$1.37M 0.17%
14,992
-319
83
$1.36M 0.16%
20,232
-224
84
$1.34M 0.16%
12,470
+1,870
85
$1.29M 0.16%
53,238
+7,320
86
$1.26M 0.15%
4,571
-206
87
$1.25M 0.15%
2,693
-845
88
$1.25M 0.15%
1,061
-22
89
$1.23M 0.15%
8,610
-125
90
$1.22M 0.15%
13,328
-130
91
$1.21M 0.15%
16,229
-225
92
$1.2M 0.15%
7,540
-298
93
$1.2M 0.14%
54,667
-297
94
$1.19M 0.14%
20,689
-363
95
$1.19M 0.14%
2,716
96
$1.18M 0.14%
3,789
+1,200
97
$1.17M 0.14%
8,503
-235
98
$1.16M 0.14%
3,858
99
$1.14M 0.14%
+3,616
100
$1.13M 0.14%
9,091
-328
2 3
4
5 6