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
126
$796K 0.1%
11,035
-4,560
127
$750K 0.09%
900
+100
128
$738K 0.09%
9,208
129
$724K 0.09%
8,638
+913
130
$706K 0.09%
8,745
131
$699K 0.09%
16,727
-968
132
$688K 0.09%
10,275
+150
133
$672K 0.08%
2,075
-35
134
$671K 0.08%
9,335
-250
135
$663K 0.08%
2,470
-610
136
$640K 0.08%
24,840
-2,122
137
$629K 0.08%
5,200
138
$629K 0.08%
3,045
-65
139
$626K 0.08%
6,673
+760
140
$620K 0.08%
8,669
141
$609K 0.08%
29,614
+1,810
142
$609K 0.08%
10,239
143
$588K 0.07%
4,500
144
$587K 0.07%
20,298
+5,875
145
$577K 0.07%
11,149
-700
146
$576K 0.07%
11,035
+4,775
147
$575K 0.07%
1,507
-30
148
$574K 0.07%
5,200
149
$573K 0.07%
8,682
-337
150
$571K 0.07%
2,085
-490
4 5
6
7 8