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

Top Buys

1
+$1.06M
2
+$1.02M
3
+$882K
4
MRVL icon
Marvell Technology
MRVL
+$862K
5
SPGI icon
S&P Global
SPGI
+$792K

Top Sells

1
+$1.11M
2
+$779K
3
+$745K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$547K
5
MSFT icon
Microsoft
MSFT
+$422K

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.97%
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
-495
162
$462 0.07%
3,524
-13
163
$461 0.07%
+4,219
164
$459 0.07%
1,265
-50
165
$456 0.07%
+7,300
166
$455 0.07%
5,395
+275
167
$450 0.07%
3,150
168
$442 0.07%
5,273
-2,967
169
$442 0.07%
3,875
170
$440 0.07%
3,740
171
$432 0.07%
4,060
172
$432 0.07%
20,200
-1,500
173
$429 0.06%
5,815
174
$418 0.06%
8,707
-118
175
$414 0.06%
3,180
5 6
7
8 9