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
126
$828K 0.1%
2,504
-2
127
$823K 0.1%
11,240
128
$769K 0.09%
8,363
129
$742K 0.09%
14,243
-5,907
130
$727K 0.09%
11,525
-1,000
131
$723K 0.09%
14,849
+4,400
132
$722K 0.09%
5,700
133
$694K 0.08%
37,975
-2,750
134
$680K 0.08%
26,657
-575
135
$666K 0.08%
30,153
136
$654K 0.08%
14,139
+7
137
$627K 0.08%
4,076
138
$602K 0.07%
22,711
+233
139
$595K 0.07%
21,149
+8,562
140
$594K 0.07%
7,921
-279
141
$589K 0.07%
2,879
-25
142
$572K 0.07%
5,200
143
$554K 0.07%
9,442
-399
144
$542K 0.07%
2,451
-161
145
$528K 0.06%
2,833
146
$525K 0.06%
5,772
-8
147
$504K 0.06%
1,467
148
$499K 0.06%
2,312
-500
149
$497K 0.06%
13,918
150
$491K 0.06%
74,457
-2,118
4 5
6
7 8