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
126
$702 0.11%
1,590
+30
127
$698 0.11%
5,600
128
$695 0.11%
24,873
129
$693 0.1%
1,411
-32
130
$683 0.1%
2,440
+295
131
$674 0.1%
2,835
-118
132
$672 0.1%
14,652
-415
133
$657 0.1%
5,274
-1,376
134
$651 0.1%
6,010
+2,843
135
$647 0.1%
7,925
+1,000
136
$644 0.1%
12,975
+450
137
$607 0.09%
12,250
+1,600
138
$603 0.09%
2,840
+965
139
$600 0.09%
15,875
-950
140
$589 0.09%
4,750
-500
141
$583 0.09%
7,085
-79
142
$579 0.09%
3,155
+239
143
$560 0.08%
9,245
-815
144
$555 0.08%
+26,500
145
$552 0.08%
3,994
146
$552 0.08%
2,650
-30
147
$541 0.08%
4,113
-237
148
$541 0.08%
7,028
-1,000
149
$539 0.08%
22,780
-2,308
150
$519 0.08%
5,200
4 5
6
7 8