BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
This Quarter Return
+0.91%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$768M
AUM Growth
+$768M
(-3.8%)
Cap. Flow
-$37.6B
Cap. Flow
% of AUM
-4,900.22%
Top 10 Holdings %
Top 10 Hldgs %
63.85%
Holding
223
New
10
Increased
48
Reduced
126
Closed
24
Top Buys
| 1 |
Lam Research
LRCX
|
$6.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.74M |
| 3 |
Tractor Supply
TSCO
|
$1.72M |
| 4 |
Vertiv
VRT
|
$1.48M |
| 5 |
Palo Alto Networks
PANW
|
$1.47M |
Top Sells
| 1 |
Microsoft
MSFT
|
$4.26M |
| 2 |
Fiserv
FI
|
$1.47M |
| 3 |
JPMorgan Chase
JPM
|
$1.14M |
| 4 |
Ulta Beauty
ULTA
|
$1M |
| 5 |
Goldman Sachs
GS
|
$964K |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Financials | 7.67% |
| 3 | Healthcare | 6.49% |
| 4 | Industrials | 4.46% |
| 5 | Consumer Discretionary | 4.43% |
