BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.17%
21,098
77
$1.44M 0.17%
1,962
-25
78
$1.43M 0.16%
11,482
-1,440
79
$1.37M 0.16%
53,638
+400
80
$1.35M 0.15%
6,127
-35
81
$1.33M 0.15%
8,978
-230
82
$1.33M 0.15%
8,550
-60
83
$1.32M 0.15%
13,878
+550
84
$1.3M 0.15%
1,061
85
$1.3M 0.15%
6,539
+98
86
$1.29M 0.15%
1,334
+190
87
$1.28M 0.15%
13,145
+675
88
$1.26M 0.14%
14,892
-100
89
$1.26M 0.14%
20,158
-74
90
$1.25M 0.14%
20,689
91
$1.24M 0.14%
60,770
+6,103
92
$1.24M 0.14%
4,571
93
$1.22M 0.14%
74,840
94
$1.21M 0.14%
21,874
95
$1.21M 0.14%
8,479
-24
96
$1.19M 0.14%
3,892
+250
97
$1.18M 0.14%
8,310
+1,670
98
$1.17M 0.13%
15,085
+9,940
99
$1.15M 0.13%
5,047
100
$1.15M 0.13%
2,716
2 3
4
5 6