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
$828M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$901K
3
+$838K
4
DDOG icon
Datadog
DDOG
+$735K
5
UBER icon
Uber
UBER
+$493K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$815K
4
NVDA icon
NVIDIA
NVDA
+$654K
5
OTIS icon
Otis Worldwide
OTIS
+$611K

Sector Composition

1 Financials 57.34%
2 Technology 14.63%
3 Healthcare 6.48%
4 Industrials 4.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.13%
5,047
-675
102
$1.08M 0.13%
5,918
-33
103
$1.06M 0.13%
9,208
104
$1.04M 0.13%
9,888
-411
105
$1.03M 0.12%
10,487
106
$1.02M 0.12%
6,899
107
$1.02M 0.12%
6,162
-1,245
108
$1.01M 0.12%
13,110
-240
109
$999K 0.12%
17,946
-1,059
110
$965K 0.12%
4,947
-140
111
$923K 0.11%
1,260
112
$921K 0.11%
13,272
+300
113
$918K 0.11%
19,400
-500
114
$917K 0.11%
1,144
-33
115
$916K 0.11%
3,513
116
$916K 0.11%
32,627
-736
117
$914K 0.11%
3,642
+225
118
$913K 0.11%
2,959
119
$906K 0.11%
2,927
-42
120
$903K 0.11%
12,770
121
$892K 0.11%
+6,640
122
$891K 0.11%
4,000
123
$884K 0.11%
7,489
-45
124
$875K 0.11%
3,103
-2
125
$845K 0.1%
25,235
-33,075
3 4
5
6 7