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
176
$354K 0.04%
1,349
177
$352K 0.04%
3,339
178
$334K 0.04%
7,360
-250
179
$316K 0.04%
1,300
-250
180
$313K 0.04%
1,652
181
$310K 0.04%
6,909
+839
182
$308K 0.04%
2,030
183
$297K 0.04%
3,615
-135
184
$297K 0.04%
+9,215
185
$281K 0.04%
2,250
186
$279K 0.04%
2,300
-150
187
$278K 0.03%
1,450
188
$275K 0.03%
7,973
189
$274K 0.03%
2,020
190
$271K 0.03%
6,006
191
$269K 0.03%
1,401
192
$265K 0.03%
2,000
-100
193
$264K 0.03%
5,078
-2,484
194
$259K 0.03%
2,900
195
$258K 0.03%
1,909
196
$252K 0.03%
+900
197
$249K 0.03%
2,528
198
$235K 0.03%
1,348
199
$228K 0.03%
3,135
-525
200
$226K 0.03%
+5,000
5 6 7
8
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