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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$493K 0.09%
6,562
-200
152
$492K 0.09%
12,450
-275
153
$492K 0.09%
21,700
-1,000
154
$486K 0.08%
5,375
155
$480K 0.08%
14,745
+1,850
156
$478K 0.08%
5,800
-1,300
157
$475K 0.08%
3,150
158
$471K 0.08%
2,685
159
$470K 0.08%
3,865
-185
160
$470K 0.08%
6,050
-100
161
$466K 0.08%
4,119
-695
162
$457K 0.08%
1,600
163
$452K 0.08%
2,266
+70
164
$450K 0.08%
8,914
+53
165
$449K 0.08%
6,425
-150
166
$434K 0.08%
2,102
167
$434K 0.08%
27,928
168
$429K 0.07%
29,600
169
$429K 0.07%
1,875
170
$423K 0.07%
3,740
-200
171
$423K 0.07%
4,435
+1,035
172
$423K 0.07%
5,220
+20
173
$418K 0.07%
2,175
174
$405K 0.07%
1,905
-1,575
175
$404K 0.07%
1,670
-123
5 6
7
8 9