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
$607M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$617K
3
+$594K
4
CSCO icon
Cisco
CSCO
+$508K
5
BSY icon
Bentley Systems
BSY
+$446K

Top Sells

1
+$1.04M
2
+$984K
3
+$814K
4
AAPL icon
Apple
AAPL
+$773K
5
VZ icon
Verizon
VZ
+$661K

Sector Composition

1 Financials 55.79%
2 Technology 12.97%
3 Healthcare 7.93%
4 Industrials 4.88%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$611K 0.1%
1,553
127
$596K 0.1%
9,222
128
$577K 0.1%
5,153
129
$575K 0.09%
13,155
130
$565K 0.09%
7,610
131
$560K 0.09%
5,200
132
$556K 0.09%
17,593
133
$546K 0.09%
7,775
-200
134
$530K 0.09%
8,779
135
$515K 0.08%
3,887
-150
136
$512K 0.08%
2,327
-32
137
$497K 0.08%
4,000
138
$485K 0.08%
5,400
-150
139
$483K 0.08%
1,400
140
$465K 0.08%
8,235
141
$464K 0.08%
8,850
+1,200
142
$449K 0.07%
2,713
+10
143
$446K 0.07%
+8,220
144
$446K 0.07%
5,325
-1,430
145
$445K 0.07%
34,525
+275
146
$440K 0.07%
2,250
-212
147
$420K 0.07%
3,343
148
$416K 0.07%
7,900
+600
149
$411K 0.07%
76,683
150
$407K 0.07%
4,300
+100
4 5
6
7 8