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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$556K 0.07%
5,102
152
$535K 0.07%
2,773
153
$530K 0.07%
3,250
154
$518K 0.06%
1,963
+5
155
$492K 0.06%
81,352
156
$484K 0.06%
1,400
157
$481K 0.06%
3,760
158
$462K 0.06%
4,449
159
$457K 0.06%
6,318
+3,349
160
$452K 0.06%
5,135
161
$438K 0.05%
5,615
-400
162
$414K 0.05%
7,832
+2
163
$400K 0.05%
4,168
-540
164
$398K 0.05%
+4,155
165
$390K 0.05%
8,151
-797
166
$387K 0.05%
7,272
-4,211
167
$381K 0.05%
603
168
$380K 0.05%
31,351
169
$373K 0.05%
2,565
170
$373K 0.05%
3,143
-605
171
$371K 0.05%
25,394
172
$368K 0.05%
1,900
173
$363K 0.05%
4,656
174
$362K 0.05%
3,240
-106
175
$358K 0.04%
4,185
5 6
7
8 9