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
$607M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$617K
3
+$594K
4
CSCO icon
Cisco
CSCO
+$508K
5
BSY icon
Bentley Systems
BSY
+$446K

Top Sells

1
+$1.04M
2
+$984K
3
+$814K
4
AAPL icon
Apple
AAPL
+$773K
5
VZ icon
Verizon
VZ
+$661K

Sector Composition

1 Financials 55.79%
2 Technology 12.97%
3 Healthcare 7.93%
4 Industrials 4.88%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.07%
20,000
152
$396K 0.07%
1,615
153
$387K 0.06%
1,549
154
$384K 0.06%
4,405
155
$382K 0.06%
16,855
156
$377K 0.06%
8,167
-48
157
$362K 0.06%
5,056
158
$359K 0.06%
10,254
159
$353K 0.06%
+5,705
160
$351K 0.06%
2,950
-230
161
$350K 0.06%
1,401
162
$348K 0.06%
2,740
163
$341K 0.06%
2,302
164
$339K 0.06%
4,203
165
$330K 0.05%
+455
166
$313K 0.05%
1,090
-5
167
$312K 0.05%
4,056
-800
168
$302K 0.05%
3,205
-600
169
$298K 0.05%
3,050
170
$296K 0.05%
3,350
-1,950
171
$295K 0.05%
1,338
+39
172
$288K 0.05%
8,550
173
$275K 0.05%
4,899
+350
174
$267K 0.04%
1,500
175
$265K 0.04%
2,430
-70
5 6
7
8 9