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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$403K 0.07%
+16,310
177
$400K 0.07%
2,650
-325
178
$396K 0.07%
4,175
179
$393K 0.07%
962
+260
180
$393K 0.07%
99,614
181
$391K 0.07%
5,100
182
$387K 0.07%
6,341
-1,649
183
$386K 0.07%
4,060
-20
184
$376K 0.07%
4,679
185
$374K 0.07%
5,130
+135
186
$372K 0.06%
14,000
-300
187
$366K 0.06%
3,300
188
$363K 0.06%
9,665
-235
189
$356K 0.06%
1,270
190
$355K 0.06%
5,906
+50
191
$341K 0.06%
7,203
-4,738
192
$328K 0.06%
2,000
-1,500
193
$328K 0.06%
10,663
194
$320K 0.06%
2,550
195
$317K 0.06%
2,700
196
$311K 0.05%
+1,380
197
$301K 0.05%
4,850
+650
198
$298K 0.05%
1,065
-70
199
$297K 0.05%
15,342
-4,000
200
$296K 0.05%
4,000
6 7
8
9 10