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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410 0.06%
79,068
-3,054
177
$400 0.06%
2,620
+775
178
$397 0.06%
29,600
179
$397 0.06%
10,750
-500
180
$388 0.06%
5,856
-50
181
$375 0.06%
9,780
+165
182
$374 0.06%
4,932
-1,900
183
$361 0.05%
2,000
184
$359 0.05%
8,635
-1,500
185
$355 0.05%
3,775
-200
186
$354 0.05%
1,420
+285
187
$352 0.05%
4,250
+1,250
188
$348 0.05%
4,211
189
$342 0.05%
+20,200
190
$337 0.05%
2,525
-5,550
191
$335 0.05%
1,602
-200
192
$328 0.05%
5,687
-377
193
$322 0.05%
+3,108
194
$317 0.05%
2,475
-176
195
$315 0.05%
1,900
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196
$315 0.05%
1,270
197
$313 0.05%
1,895
198
$311 0.05%
1,285
-350
199
$311 0.05%
2,000
200
$310 0.05%
714
+97
6 7
8
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