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
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306 0.05%
4,000
202
$304 0.05%
6,943
203
$303 0.05%
1,490
-10
204
$303 0.05%
+1,401
205
$301 0.05%
3,879
-400
206
$301 0.05%
17,150
+6,225
207
$299 0.05%
17,939
+1,281
208
$294 0.04%
+5,358
209
$293 0.04%
+4,600
210
$291 0.04%
2,085
-300
211
$289 0.04%
3,400
212
$289 0.04%
15,730
+14
213
$286 0.04%
6,614
+421
214
$282 0.04%
+2,040
215
$277 0.04%
3,550
-2,200
216
$273 0.04%
1,205
-349
217
$270 0.04%
1,950
+100
218
$269 0.04%
2,700
219
$259 0.04%
7,583
-50
220
$258 0.04%
2,500
221
$247 0.04%
10,663
222
$244 0.04%
3,900
223
$243 0.04%
6,500
-400
224
$243 0.04%
3,063
225
$242 0.04%
2,250
-300
7 8
9
10 11