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
$574M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$983K
3
+$419K
4
BKR icon
Baker Hughes
BKR
+$403K
5
SPOT icon
Spotify
SPOT
+$311K

Top Sells

1
+$813K
2
+$732K
3
+$677K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
HSBC icon
HSBC
HSBC
+$354K

Sector Composition

1 Financials 50.29%
2 Technology 13.45%
3 Healthcare 8.7%
4 Industrials 5.7%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$291K 0.05%
2,000
202
$290K 0.05%
1,500
-25
203
$288K 0.05%
1,701
204
$283K 0.05%
6,200
205
$280K 0.05%
4,950
206
$274K 0.05%
4,211
+1,440
207
$269K 0.05%
6,943
208
$268K 0.05%
1,217
-255
209
$268K 0.05%
680
-92
210
$268K 0.05%
1,225
211
$265K 0.05%
+11,725
212
$264K 0.05%
973
+135
213
$263K 0.05%
2,600
214
$261K 0.05%
3,000
215
$260K 0.05%
1,755
+100
216
$249K 0.04%
1,930
-305
217
$248K 0.04%
3,400
-1,000
218
$244K 0.04%
7,316
219
$238K 0.04%
821
220
$238K 0.04%
2,700
221
$237K 0.04%
3,900
222
$236K 0.04%
1,850
223
$235K 0.04%
9,388
-460
224
$234K 0.04%
+5,550
225
$233K 0.04%
1,895
-1,485
7 8
9
10 11