BIM
Baldwin Investment Management Portfolio holdings
AUM
$873M
1-Year Est. Return
18.71%
1 Year Est. Return
+18.71%
AUM
$873M
AUM Growth
+$45M
(+5.4%)
Holding
215
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.15M | |
| 3 | +$979K | |
| 4 |
Edwards Lifesciences
EW
|
+$773K |
| 5 |
Palo Alto Networks
PANW
|
+$694K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$727K | |
| 3 | +$694K | |
| 4 |
Lockheed Martin
LMT
|
+$670K |
| 5 |
Union Pacific
UNP
|
+$635K |
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 | |
|---|---|---|---|---|---|---|
26
Eaton
ETN
$132B
| $4.76M | 0.54% |
12,710
-455
|
|
||
27
Intuitive Surgical
ISRG
$201B
| $4.72M | 0.54% |
10,562
+705
|
|
||
28
Home Depot
HD
$356B
| $4.71M | 0.54% |
11,614
+105
|
|
||
29
TSMC
TSM
$1.49T
| $4.63M | 0.53% |
16,592
-50
|
|
||
30
Caterpillar
CAT
$266B
| $4.09M | 0.47% |
8,582
-195
|
|
||
31
Thermo Fisher Scientific
TMO
$220B
| $4M | 0.46% |
8,250
+10
|
|
||
32
Alphabet (Google) Class C
GOOG
$3.8T
| $3.84M | 0.44% |
15,772
+50
|
|
||
33
Rockwell Automation
ROK
$43.8B
| $3.68M | 0.42% |
10,540
-75
|
|
||
34
Vertiv
VRT
$68.5B
| $3.67M | 0.42% |
24,301
|
|
||
35
Baker Hughes
BKR
$49.5B
| $3.58M | 0.41% |
73,452
-1,800
|
|
||
36
Zoetis
ZTS
$56.1B
| $3.36M | 0.38% |
22,966
-745
|
|
||
37
Johnson & Johnson
JNJ
$495B
| $3.33M | 0.38% |
17,940
+256
|
|
||
38
Morgan Stanley
MS
$268B
| $3.13M | 0.36% |
19,672
-195
|
|
||
|
39
Union Pacific
UNP
$137B
| $3.09M | 0.35% |
13,082
-2,688
|
|
||
40
Capital One
COF
$140B
| $2.96M | 0.34% |
13,925
+835
|
|
||
41
NextEra Energy
NEE
$176B
| $2.88M | 0.33% |
38,166
+1,540
|
|
||
42
SPDR S&P 500 ETF Trust
SPY
$697B
| $2.75M | 0.31% |
4,122
-196
|
|
||
43
Lowe's Companies
LOW
$138B
| $2.72M | 0.31% |
10,822
-334
|
|
||
44
TJX Companies
TJX
$168B
| $2.66M | 0.3% |
18,396
+150
|
|
||
45
Accenture
ACN
$160B
| $2.62M | 0.3% |
10,629
-565
|
|
||
46
Tractor Supply
TSCO
$28.4B
| $2.58M | 0.29% |
45,280
-2,250
|
|
||
47
American Tower
AMT
$82.5B
| $2.56M | 0.29% |
13,315
+1
|
|
||
48
Danaher
DHR
$158B
| $2.47M | 0.28% |
12,438
-300
|
|
||
49
Vanguard Total Stock Market ETF
VTI
$562B
| $2.45M | 0.28% |
7,473
+38
|
|
||
50
Mastercard
MA
$488B
| $2.41M | 0.28% |
4,238
|
|