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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517 0.08%
6,350
+400
152
$514 0.08%
8,530
-1,816
153
$506 0.08%
6,162
-100
154
$489 0.07%
2,385
-775
155
$488 0.07%
1,500
-100
156
$488 0.07%
4,220
+1,608
157
$483 0.07%
4,438
-107
158
$479 0.07%
3,219
-1,031
159
$475 0.07%
3,350
-725
160
$469 0.07%
6,465
161
$466 0.07%
2,050
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162
$462 0.07%
3,524
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163
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164
$459 0.07%
1,265
-50
165
$456 0.07%
+7,300
166
$455 0.07%
5,395
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167
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168
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169
$442 0.07%
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170
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171
$432 0.07%
4,060
172
$432 0.07%
20,200
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173
$429 0.06%
5,815
174
$418 0.06%
8,707
-118
175
$414 0.06%
3,180
5 6
7
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