BIM
Baldwin Investment Management Portfolio holdings
AUM
$886M
1-Year Est. Return
20.97%
This Fund
S&P 500
1 Year Est. Return
+20.97%
AUM
$873M
AUM Growth
+$45M
(+5.4%)
Holding
215
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.12M | |
| 3 | +$1.01M | |
| 4 |
Edwards Lifesciences
EW
|
+$777K |
| 5 |
Palo Alto Networks
PANW
|
+$653K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$727K | |
| 3 | +$697K | |
| 4 |
SentinelOne
S
|
+$694K |
| 5 |
Lockheed Martin
LMT
|
+$609K |
Sector Composition
| 1 | Financials | 56.29% |
| 2 | Technology | 15.66% |
| 3 | Healthcare | 6.45% |
| 4 | Industrials | 4.82% |
| 5 | Consumer Discretionary | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
SPDR Gold Trust
GLD
$188B
| $222K | 0.03% |
625
-50
|
|
||
202
Vanguard FTSE Developed Markets ETF
VEA
$216B
| $221K | 0.03% |
3,682
-72
|
|
||
203
Progressive
PGR
$125B
| $219K | 0.03% |
887
-250
|
|
||
204
Micron Technology
MU
$464B
| $218K | 0.02% |
+1,300
|
|
||
205
Emerson Electric
EMR
$85.5B
| $208K | 0.02% |
1,587
|
|
||
206
Mizuho Financial
MFG
$107B
| $193K | 0.02% |
28,800
|
|
||
207
Ocugen
OCGN
$635M
| $40.8K | ﹤0.01% |
25,000
|
|
||
208
KLA
KLAC
$201B
| – | – |
-225
|
|
||
|
209
SentinelOne
S
$4.46B
| – | – |
-37,975
|
|
||
|
SKX
210
DELISTED
Skechers
SKX
| – | – |
-11,525
|
|
||
211
Teck Resources
TECK
$27.9B
| – | – |
-5,775
|
|
||
212
Travelers Companies
TRV
$67.2B
| – | – |
-775
|
|
||
213
Wells Fargo
WFC
$255B
| – | – |
-2,964
|
|
||
|
RAL
214
Ralliant Corp
RAL
$5.27B
| – | – |
-4,742
|
|
||
215
CAVA Group
CAVA
$9.13B
| – | – |
-5,729
|
|