BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Est. Return
15.78%
1 Year Est. Return
+15.78%
AUM
$832M
AUM Growth
+$64.1M
(+8.3%)
Holding
213
Top Buys
| 1 | +$444M | |
| 2 | +$1.37M | |
| 3 | +$1.37M | |
| 4 |
Cencora
COR
|
+$1.07M |
| 5 |
NVIDIA
NVDA
|
+$948K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$782K | |
| 3 | +$631K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$618K |
| 5 |
Blackstone
BX
|
+$579K |
Sector Composition
| 1 | Financials | 61.19% |
| 2 | Technology | 11.71% |
| 3 | Healthcare | 6.76% |
| 4 | Consumer Discretionary | 4% |
| 5 | Industrials | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bentley Systems
BSY
$15.6B
| – | – |
-16,743
|
|
||
202
Coterra Energy
CTRA
$17.4B
| – | – |
-9,410
|
|
||
203
Datadog
DDOG
$53.3B
| – | – |
-1,700
|
|
||
204
Equinix
EQIX
$79.7B
| – | – |
-236
|
|
||
205
KKR & Co
KKR
$105B
| – | – |
-1,500
|
|
||
206
Paychex
PAYX
$45.5B
| – | – |
-1,650
|
|
||
207
PACCAR
PCAR
$49.7B
| – | – |
-2,428
|
|
||
|
208
Schwab U.S Small- Cap ETF
SCHA
$20.3B
| – | – |
-23,907
|
|
||
209
Sarepta Therapeutics
SRPT
$2.36B
| – | – |
-2,000
|
|
||
210
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-4,184
|
|
||
211
Vanguard Mid-Cap ETF
VO
$87.5B
| – | – |
-965
|
|
||
212
Wynn Resorts
WYNN
$12.2B
| – | – |
-2,505
|
|