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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01K 0.15%
20,274
+4,844
102
$993 0.15%
8,707
-1,572
103
$974 0.15%
15,145
+5,020
104
$969 0.15%
5,505
+964
105
$946 0.14%
2,100
106
$936 0.14%
4,375
107
$932 0.14%
5,865
-415
108
$931 0.14%
17,979
-600
109
$930 0.14%
15,000
-400
110
$912 0.14%
8,441
-2,134
111
$904 0.14%
6,625
+1,100
112
$893 0.14%
3,860
+140
113
$889 0.13%
+8,850
114
$877 0.13%
4,741
115
$870 0.13%
12,870
+380
116
$865 0.13%
10,607
+157
117
$852 0.13%
2,050
118
$842 0.13%
3,642
-58
119
$838 0.13%
2,820
+1,645
120
$837 0.13%
24,008
-750
121
$779 0.12%
5,150
122
$767 0.12%
5,020
+300
123
$750 0.11%
2,100
124
$744 0.11%
3,980
125
$705 0.11%
3,100
-350
3 4
5
6 7