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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$712K 0.12%
4,204
+7
127
$698K 0.12%
2,950
-18
128
$696K 0.12%
13,066
-4,400
129
$687K 0.12%
2,050
-115
130
$663K 0.12%
3,960
131
$661K 0.12%
8,028
+669
132
$656K 0.11%
2,670
+728
133
$655K 0.11%
11,046
-134
134
$643K 0.11%
9,745
+665
135
$632K 0.11%
2,150
+5
136
$627K 0.11%
5,575
137
$609K 0.11%
4,215
-65
138
$589K 0.1%
10,135
139
$582K 0.1%
1,625
-15
140
$582K 0.1%
12,525
-15
141
$577K 0.1%
7,632
142
$563K 0.1%
1,660
+530
143
$557K 0.1%
24,873
144
$556K 0.1%
5,650
+750
145
$553K 0.1%
9,165
+50
146
$548K 0.1%
6,975
-225
147
$544K 0.09%
2,707
148
$538K 0.09%
1,443
-52
149
$514K 0.09%
3,180
150
$506K 0.09%
3,537
4 5
6
7 8