BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.55M
3
+$1.05M
4
VIK icon
Viking Holdings
VIK
+$938K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$774K

Top Sells

1
+$4.3M
2
+$1.46M
3
+$1.1M
4
GS icon
Goldman Sachs
GS
+$939K
5
ULTA icon
Ulta Beauty
ULTA
+$894K

Sector Composition

1 Technology 14.22%
2 Financials 7.67%
3 Healthcare 6.49%
4 Industrials 4.46%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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