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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.13M
3
+$1.05M
4
DELL icon
Dell
DELL
+$895K
5
FTV icon
Fortive
FTV
+$851K

Top Sells

1
+$236M
2
+$1.14M
3
+$1.07M
4
SWKS icon
Skyworks Solutions
SWKS
+$949K
5
META icon
Meta Platforms (Facebook)
META
+$563K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.62%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03K 0.16%
+12,154
102
$1.02K 0.16%
28,539
-650
103
$1.01K 0.16%
24,758
+750
104
$1.01K 0.16%
5,150
-150
105
$988 0.15%
6,650
-867
106
$986 0.15%
2,089
+32
107
$962 0.15%
3,720
+28
108
$954 0.15%
4,720
-350
109
$940 0.15%
10,575
-1,650
110
$936 0.15%
3,765
+1,499
111
$927 0.14%
10,450
+160
112
$912 0.14%
15,400
113
$902 0.14%
+16,050
114
$902 0.14%
10,315
+1,150
115
$874 0.14%
6,300
116
$851 0.13%
3,450
-200
117
$846 0.13%
4,375
118
$821 0.13%
5,250
119
$820 0.13%
+10,125
120
$817 0.13%
15,067
-100
121
$812 0.13%
4,541
+337
122
$798 0.12%
24,873
123
$768 0.12%
7,164
-323
124
$764 0.12%
10,060
+315
125
$755 0.12%
2,100
3 4
5
6 7