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
$553M
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$538K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$487K
5
GFS icon
GlobalFoundries
GFS
+$464K

Top Sells

1
+$639K
2
+$338K
3
+$309K
4
BAC icon
Bank of America
BAC
+$272K
5
LHX icon
L3Harris
LHX
+$262K

Sector Composition

1 Financials 56.2%
2 Technology 10.3%
3 Healthcare 9.16%
4 Industrials 5.33%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,750
202
– –
-1,475
203
– –
-1,860
204
– –
-2,924
205
– –
-16,110
206
– –
-5,355
207
– –
-4,750
208
– –
-13,570
209
– –
-5,688
5 6 7 8
9