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
$548M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.13M
3
+$1.08M
4
CBT icon
Cabot Corp
CBT
+$1.04M
5
TER icon
Teradyne
TER
+$999K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.15M
4
ADBE icon
Adobe
ADBE
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$998K

Sector Composition

1 Financials 49.48%
2 Technology 13.22%
3 Healthcare 8.84%
4 Industrials 5.98%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$309K 0.06%
+3,320
202
$307K 0.06%
2,600
-130
203
$300K 0.05%
980
204
$291K 0.05%
5,856
205
$290K 0.05%
3,180
206
$288K 0.05%
+3,300
207
$284K 0.05%
+4,350
208
$282K 0.05%
2,000
209
$269K 0.05%
1,702
-23
210
$268K 0.05%
850
211
$267K 0.05%
2,962
212
$260K 0.05%
4,000
213
$255K 0.05%
1,550
-25
214
$253K 0.05%
2,700
-100
215
$245K 0.04%
9,840
+112
216
$243K 0.04%
2,550
217
$243K 0.04%
4,465
+525
218
$242K 0.04%
4,500
219
$239K 0.04%
+7,143
220
$238K 0.04%
4,650
-2,478
221
$229K 0.04%
8,480
-5,396
222
$228K 0.04%
2,600
223
$226K 0.04%
+5,200
224
$224K 0.04%
1,950
+25
225
$224K 0.04%
1,700
+100
7 8
9
10 11