BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661K
AUM Growth
+$20.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.09K
2
+$913
3
+$889
4
MRVL icon
Marvell Technology
MRVL
+$857
5
SPGI icon
S&P Global
SPGI
+$798

Top Sells

1
+$1.15K
2
+$741
3
+$692
4
LAZ icon
Lazard
LAZ
+$669
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597

Sector Composition

1 Technology 12.24%
2 Healthcare 8.3%
3 Financials 7.94%
4 Industrials 5.39%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1K 2.28%
86,325
-6,583
2
$12.4K 1.87%
40,153
-1,402
3
$7.08K 1.07%
51,948
+674
4
$6.91K 1.05%
42,614
-1,740
5
$6.33K 0.96%
100,540
+1,450
6
$6.14K 0.93%
10,664
-475
7
$6.05K 0.92%
17,135
-1,692
8
$6K 0.91%
36,800
+2,900
9
$5.67K 0.86%
105,380
+1,980
10
$5.59K 0.85%
204,730
+2,500
11
$5.34K 0.81%
206,766
+5,585
12
$5.3K 0.8%
72,636
+1,640
13
$5.25K 0.79%
29,619
-225
14
$5.19K 0.79%
23,416
+725
15
$5.05K 0.76%
14,964
+1,768
16
$4.97K 0.75%
6,500
+185
17
$4.74K 0.72%
8,031
-355
18
$4.72K 0.72%
25,051
+1,188
19
$4.47K 0.68%
14,005
+255
20
$4.43K 0.67%
37,439
+752
21
$4.42K 0.67%
31,800
+680
22
$4.21K 0.64%
15,406
+260
23
$4.06K 0.61%
15,606
-11
24
$3.98K 0.6%
40,216
+125
25
$3.81K 0.58%
28,289
-1,960
1
2 3 4 5