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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.14%
1,926
+118
102
$1.09M 0.14%
12,069
-401
103
$1.08M 0.14%
7,210
-385
104
$1.08M 0.14%
18,354
-2,833
105
$1.06M 0.13%
50,674
-3,613
106
$1.05M 0.13%
5,292
+8
107
$1.03M 0.13%
3,732
-1,863
108
$995K 0.12%
8,633
-215
109
$974K 0.12%
+12,962
110
$968K 0.12%
21,418
111
$963K 0.12%
4,265
112
$942K 0.12%
39,352
-20
113
$854K 0.11%
21,520
114
$847K 0.11%
23,437
-525
115
$846K 0.11%
30,032
-576
116
$843K 0.11%
3,047
117
$841K 0.11%
3,548
+280
118
$834K 0.1%
8,666
+948
119
$824K 0.1%
4,000
120
$820K 0.1%
7,220
+100
121
$817K 0.1%
7,857
122
$814K 0.1%
4,403
+175
123
$809K 0.1%
1,638
124
$800K 0.1%
2,780
+150
125
$799K 0.1%
1,617
-280
3 4
5
6 7