BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.04%
734
-15
177
$321K 0.04%
900
178
$316K 0.04%
2,961
-100
179
$312K 0.04%
4,185
180
$309K 0.04%
2,178
-1,000
181
$304K 0.03%
1,970
-50
182
$297K 0.03%
25,394
183
$290K 0.03%
+6,450
184
$289K 0.03%
+617
185
$287K 0.03%
4,179
-34
186
$286K 0.03%
3,475
187
$281K 0.03%
1,907
188
$280K 0.03%
7,883
189
$269K 0.03%
437
-30
190
$261K 0.03%
2,625
-288
191
$252K 0.03%
+8,380
192
$243K 0.03%
1,462
193
$242K 0.03%
2,900
194
$242K 0.03%
1,450
195
$236K 0.03%
3,620
196
$230K 0.03%
977
-390
197
$230K 0.03%
383
198
$228K 0.03%
1,680
-1,755
199
$227K 0.03%
8,147
+5
200
$226K 0.03%
3,084
+12
5 6 7
8
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