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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$506K 0.09%
2,675
+200
152
$503K 0.09%
22,700
153
$502K 0.09%
2,707
154
$501K 0.09%
3,330
-75
155
$478K 0.09%
11,219
+868
156
$477K 0.09%
7,865
-355
157
$476K 0.09%
2,384
-363
158
$472K 0.09%
3,150
159
$464K 0.08%
5,200
160
$446K 0.08%
9,115
-150
161
$443K 0.08%
6,858
-1,150
162
$441K 0.08%
5,500
-100
163
$434K 0.08%
5,145
-62
164
$421K 0.08%
8,581
-496
165
$410K 0.07%
6,746
+27
166
$403K 0.07%
14,300
167
$403K 0.07%
28,021
+113
168
$399K 0.07%
1,803
-297
169
$393K 0.07%
1,793
+47
170
$393K 0.07%
7,000
171
$392K 0.07%
6,967
-225
172
$391K 0.07%
+2,005
173
$388K 0.07%
+11,775
174
$387K 0.07%
3,125
-125
175
$381K 0.07%
+20,252
5 6
7
8 9