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
$587M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$783K
3
+$711K
4
GMRE
Global Medical REIT
GMRE
+$689K
5
TJX icon
TJX Companies
TJX
+$612K

Top Sells

1
+$1.26M
2
+$860K
3
+$707K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$678K
5
TAK icon
Takeda Pharmaceutical
TAK
+$563K

Sector Composition

1 Financials 49.98%
2 Technology 13.56%
3 Healthcare 8.61%
4 Industrials 5.66%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$309K 0.05%
1,135
-350
202
$301K 0.05%
1,675
203
$296K 0.05%
1,701
-1
204
$295K 0.05%
2,000
205
$292K 0.05%
1,525
-25
206
$291K 0.05%
6,943
207
$291K 0.05%
+702
208
$291K 0.05%
4,000
209
$280K 0.05%
2,068
+505
210
$279K 0.05%
11,045
-9,685
211
$278K 0.05%
4,950
+300
212
$276K 0.05%
+1,225
213
$270K 0.05%
5,119
-1,627
214
$259K 0.04%
+772
215
$258K 0.04%
2,600
216
$258K 0.04%
1,005
+25
217
$256K 0.04%
9,848
+8
218
$256K 0.04%
5,100
+635
219
$254K 0.04%
+4,200
220
$249K 0.04%
+7,316
221
$247K 0.04%
4,500
222
$241K 0.04%
1,850
-100
223
$240K 0.04%
2,700
224
$239K 0.04%
2,550
225
$235K 0.04%
821
+1
7 8
9
10 11