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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$985K 0.18%
3,467
-8
102
$976K 0.18%
2,624
-160
103
$959K 0.18%
5,250
104
$956K 0.17%
4,748
+8
105
$949K 0.17%
+6,575
106
$943K 0.17%
18,235
-16,437
107
$882K 0.16%
26,176
-960
108
$879K 0.16%
5,308
-100
109
$875K 0.16%
20,120
+12,820
110
$860K 0.16%
+25,394
111
$847K 0.15%
6,375
-62
112
$844K 0.15%
34,734
-1,383
113
$826K 0.15%
22,804
-12,185
114
$810K 0.15%
2,165
-260
115
$799K 0.15%
2,245
+125
116
$785K 0.14%
14,900
-300
117
$783K 0.14%
2,120
+850
118
$780K 0.14%
4,040
-238
119
$767K 0.14%
+2,175
120
$716K 0.13%
6,068
+275
121
$716K 0.13%
2,947
+2,045
122
$716K 0.13%
11,747
-412
123
$707K 0.13%
4,475
-50
124
$703K 0.13%
5,600
+250
125
$699K 0.13%
9,507
-403
3 4
5
6 7