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
$798M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$974K
4
VRT icon
Vertiv
VRT
+$899K
5
NVDA icon
NVIDIA
NVDA
+$775K

Top Sells

1
+$342M
2
+$788K
3
+$650K
4
CBT icon
Cabot Corp
CBT
+$629K
5
BSY icon
Bentley Systems
BSY
+$526K

Sector Composition

1 Technology 14.2%
2 Financials 7.48%
3 Healthcare 7.28%
4 Industrials 4.7%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 2.2%
40,829
+1,003
2
$17.1M 2.15%
73,567
-352
3
$14.7M 1.84%
120,981
+6,379
4
$14M 1.76%
81,378
-902
5
$10.9M 1.37%
51,922
-860
6
$9.16M 1.15%
19,904
-777
7
$8.74M 1.1%
9,855
-218
8
$8.36M 1.05%
102,490
+1,370
9
$7.85M 0.98%
42,135
+5,650
10
$7.4M 0.93%
8,354
+195
11
$6.51M 0.82%
13,651
-235
12
$6.01M 0.75%
30,451
-1,017
13
$5.9M 0.74%
50,310
+452
14
$5.85M 0.73%
29,958
-940
15
$5.78M 0.72%
198,533
-548
16
$5.76M 0.72%
34,711
-434
17
$5.53M 0.69%
11,891
+135
18
$5.05M 0.63%
18,352
-195
19
$4.96M 0.62%
9,596
+31
20
$4.8M 0.6%
7,760
-108
21
$4.79M 0.6%
9,743
+158
22
$4.71M 0.59%
4,958
-114
23
$4.64M 0.58%
11,457
-414
24
$4.58M 0.57%
12,950
+298
25
$4.43M 0.55%
15,926
-348
1
2 3 4 5