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
$828M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$901K
3
+$838K
4
DDOG icon
Datadog
DDOG
+$735K
5
UBER icon
Uber
UBER
+$493K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$815K
4
NVDA icon
NVIDIA
NVDA
+$654K
5
OTIS icon
Otis Worldwide
OTIS
+$611K

Sector Composition

1 Financials 57.34%
2 Technology 14.63%
3 Healthcare 6.48%
4 Industrials 4.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$484K 0.06%
2,944
-5,150
152
$483K 0.06%
5,729
+1,704
153
$470K 0.06%
6,672
-322
154
$458K 0.06%
3,918
155
$457K 0.06%
19,187
-92
156
$455K 0.05%
8,650
+2,225
157
$445K 0.05%
3,435
-350
158
$441K 0.05%
5,570
-650
159
$439K 0.05%
2,783
+430
160
$437K 0.05%
5,830
161
$434K 0.05%
2,750
162
$429K 0.05%
8,668
-389
163
$421K 0.05%
603
164
$406K 0.05%
3,700
165
$406K 0.05%
1,240
166
$402K 0.05%
+5,145
167
$401K 0.05%
1,992
-2
168
$390K 0.05%
3,178
-2,820
169
$385K 0.05%
1,852
-850
170
$378K 0.05%
4,225
171
$377K 0.05%
740
172
$366K 0.04%
3,464
-5
173
$364K 0.04%
1,800
-100
174
$352K 0.04%
2,030
175
$347K 0.04%
5,707
-150
5 6
7
8 9