BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$807K 0.09%
9,600
-3,510
127
$803K 0.09%
15,189
+340
128
$803K 0.09%
5,700
129
$756K 0.09%
7,118
+3,200
130
$726K 0.08%
4,076
131
$722K 0.08%
2,504
132
$710K 0.08%
9,442
133
$702K 0.08%
30,153
134
$687K 0.08%
26,657
135
$674K 0.08%
1,350
-1,343
136
$671K 0.08%
11,240
137
$669K 0.08%
13,654
-589
138
$635K 0.07%
7,921
139
$630K 0.07%
7,675
-975
140
$623K 0.07%
2,886
+7
141
$618K 0.07%
22,641
-70
142
$611K 0.07%
21,129
-20
143
$578K 0.07%
5,200
144
$569K 0.07%
2,833
145
$559K 0.06%
2,312
146
$552K 0.06%
4,102
-4,380
147
$531K 0.06%
74,457
148
$524K 0.06%
2,758
-25
149
$524K 0.06%
1,240
150
$520K 0.06%
2,750
4 5
6
7 8