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BIM
Baldwin Investment Management Portfolio holdings
AUM
$856M
1-Year Est. Return
9.05%
This Fund
S&P 500
This Quarter
Est. Return
-2.17%
1 Year Est. Return
+9.05%
3 Year Est. Return
+67.39%
5 Year Est. Return
+100.69%
10 Year Est. Return
+337.61%
AUM
$856M
AUM Growth
-$30.1M
(-3.4%)
Cap. Flow
+$674K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
62.53%
Holding
216
New
9
Increased
63
Reduced
64
Closed
6
Top Buys
| 1 |
Autodesk
ADSK
|
+$1.46M |
| 2 |
Walt Disney
DIS
|
+$850K |
| 3 |
Dell
DELL
|
+$814K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$616K |
| 5 |
Palantir
PLTR
|
+$562K |
Top Sells
| 1 |
Lam Research
LRCX
|
+$2.13M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$850K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$736K |
| 4 |
Uber
UBER
|
+$686K |
| 5 |
Broadcom
AVGO
|
+$678K |
Sector Composition
| 1 | Financials | 54.47% |
| 2 | Technology | 15.06% |
| 3 | Healthcare | 6.62% |
| 4 | Industrials | 5.7% |
| 5 | Consumer Discretionary | 4.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
S&P Global
SPGI
$132B
| $4.74M | 0.55% |
11,137
+666
| +6% | +$309K |
|
27
Eaton
ETN
$160B
| $4.63M | 0.54% |
12,950
+15
| +0.1% | +$5.34K |
|
28
Blackrock
BLK
$169B
| $4.44M | 0.52% |
4,617
| – | – |
|
29
Baker Hughes
BKR
$56.8B
| $4.4M | 0.51% |
72,062
-2,084
| -3% | -$120K |
|
30
Johnson & Johnson
JNJ
$595B
| $4.32M | 0.5% |
17,653
-57
| -0.3% | -$13.3K |
|
31
Alphabet (Google) Class C
GOOG
$4.52T
| $4.29M | 0.5% |
14,951
-490
| -3% | -$154K |
|
32
Palo Alto Networks
PANW
$288B
| $4.26M | 0.5% |
26,583
+1,935
| +8% | +$325K |
|
33
Abbott
ABT
$156B
| $4.09M | 0.48% |
39,819
+263
| +0.7% | +$29.7K |
|
34
Thermo Fisher Scientific
TMO
$199B
| $3.98M | 0.47% |
8,102
-10
| -0.1% | -$5.43K |
|
35
Home Depot
HD
$341B
| $3.82M | 0.45% |
11,628
+585
| +5% | +$213K |
|
36
Rockwell Automation
ROK
$51.4B
| $3.72M | 0.44% |
10,377
-5
| -0% | -$1.97K |
|
37
NextEra Energy
NEE
$186B
| $3.49M | 0.41% |
37,608
-99
| -0.3% | -$8.8K |
|
38
Morgan Stanley
MS
$360B
| $3.21M | 0.38% |
19,501
-172
| -0.9% | -$29.8K |
|
39
Union Pacific
UNP
$171B
| $3.1M | 0.36% |
12,778
-15
| -0.1% | -$3.67K |
|
40
TJX Companies
TJX
$167B
| $2.92M | 0.34% |
18,271
+75
| +0.4% | +$11.7K |
|
41
Capital One
COF
$129B
| $2.9M | 0.34% |
15,882
+1,092
| +7% | +$228K |
|
42
Vanguard Total Stock Market ETF
VTI
$667B
| $2.72M | 0.32% |
8,480
+843
| +11% | +$283K |
|
43
Zoetis
ZTS
$31.2B
| $2.59M | 0.3% |
21,952
+135
| +0.6% | +$16.7K |
|
|
44
Autodesk
ADSK
$44.1B
| $2.55M | 0.3% |
10,657
+5,825
| +121% | +$1.46M |
|
45
Waste Management
WM
$93.4B
| $2.47M | 0.29% |
10,746
-40
| -0.4% | -$9.19K |
|
46
Lowe's Companies
LOW
$118B
| $2.42M | 0.28% |
10,232
| – | – |
|
47
Darden Restaurants
DRI
$22.5B
| $2.35M | 0.27% |
11,971
-75
| -0.6% | -$15.4K |
|
48
McDonald's
MCD
$188B
| $2.26M | 0.26% |
7,283
-280
| -4% | -$89.2K |
|
49
Danaher
DHR
$142B
| $2.26M | 0.26% |
11,900
-200
| -2% | -$42.6K |
|
50
Deere & Co
DE
$159B
| $2.13M | 0.25% |
3,785
+490
| +15% | +$276K |
|
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