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
176
$332K 0.04%
4,185
177
$321K 0.04%
900
178
$311K 0.04%
1,367
-675
179
$310K 0.04%
2,600
180
$309K 0.04%
3,061
-158
181
$303K 0.04%
1,137
182
$298K 0.04%
2,020
183
$274K 0.03%
4,213
+20
184
$266K 0.03%
3,102
-124
185
$266K 0.03%
1,450
186
$265K 0.03%
2,913
-171
187
$263K 0.03%
3,475
-405
188
$257K 0.03%
7,883
189
$251K 0.03%
+4,742
190
$247K 0.03%
+467
191
$247K 0.03%
1,907
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192
$244K 0.03%
2,900
193
$242K 0.03%
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194
$238K 0.03%
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195
$237K 0.03%
2,964
-194
196
$236K 0.03%
25,394
197
$233K 0.03%
5,775
-1,760
198
$233K 0.03%
1,462
199
$225K 0.03%
3,620
200
$215K 0.03%
+768
5 6 7
8
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