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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$380K 0.07%
1,651
+1
177
$377K 0.07%
+2,845
178
$376K 0.07%
1,900
179
$370K 0.07%
4,175
180
$366K 0.07%
24,600
-400
181
$365K 0.07%
1,485
+210
182
$363K 0.07%
1,320
183
$359K 0.07%
1,409
+419
184
$357K 0.07%
95,913
+364
185
$354K 0.06%
1,942
+580
186
$351K 0.06%
8,853
+44
187
$350K 0.06%
515
+100
188
$348K 0.06%
4,080
+80
189
$346K 0.06%
+4,175
190
$345K 0.06%
2,800
-563
191
$342K 0.06%
4,500
-6,200
192
$339K 0.06%
9,970
+40
193
$338K 0.06%
4,040
194
$333K 0.06%
1,130
-591
195
$325K 0.06%
6,943
196
$323K 0.06%
1,675
+100
197
$321K 0.06%
4,230
+20
198
$320K 0.06%
5,195
+345
199
$319K 0.06%
2,700
+175
200
$313K 0.06%
7,988
-463
6 7
8
9 10