BIM
Baldwin Investment Management Portfolio holdings
AUM
$856M
1-Year Est. Return
9.05%
This Fund
S&P 500
1 Year Est. Return
+9.05%
AUM
$856M
AUM Growth
-$30.1M
(-3.4%)
Holding
216
Top Buys
| 1 | +$1.46M | |
| 2 | +$850K | |
| 3 | +$814K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$616K |
| 5 |
Palantir
PLTR
|
+$562K |
Top Sells
| 1 | +$2.13M | |
| 2 | +$850K | |
| 3 | +$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
$126B
| $4.74M | 0.55% |
11,137
+666
|
|
||
27
Eaton
ETN
$156B
| $4.63M | 0.54% |
12,950
+15
|
|
||
28
Blackrock
BLK
$163B
| $4.44M | 0.52% |
4,617
|
|
||
29
Baker Hughes
BKR
$63.4B
| $4.4M | 0.51% |
72,062
-2,084
|
|
||
30
Johnson & Johnson
JNJ
$542B
| $4.32M | 0.5% |
17,653
-57
|
|
||
31
Alphabet (Google) Class C
GOOG
$4.56T
| $4.29M | 0.5% |
14,951
-490
|
|
||
32
Palo Alto Networks
PANW
$228B
| $4.26M | 0.5% |
26,583
+1,935
|
|
||
33
Abbott
ABT
$149B
| $4.09M | 0.48% |
39,819
+263
|
|
||
34
Thermo Fisher Scientific
TMO
$183B
| $3.98M | 0.47% |
8,102
-10
|
|
||
35
Home Depot
HD
$316B
| $3.82M | 0.45% |
11,628
+585
|
|
||
36
Rockwell Automation
ROK
$50.2B
| $3.72M | 0.44% |
10,377
-5
|
|
||
37
NextEra Energy
NEE
$181B
| $3.49M | 0.41% |
37,608
-99
|
|
||
38
Morgan Stanley
MS
$328B
| $3.21M | 0.38% |
19,501
-172
|
|
||
39
Union Pacific
UNP
$156B
| $3.1M | 0.36% |
12,778
-15
|
|
||
40
TJX Companies
TJX
$171B
| $2.92M | 0.34% |
18,271
+75
|
|
||
41
Capital One
COF
$117B
| $2.9M | 0.34% |
15,882
+1,092
|
|
||
42
Vanguard Total Stock Market ETF
VTI
$657B
| $2.72M | 0.32% |
8,480
+843
|
|
||
43
Zoetis
ZTS
$32.6B
| $2.59M | 0.3% |
21,952
+135
|
|
||
44
Autodesk
ADSK
$48.8B
| $2.55M | 0.3% |
10,657
+5,825
|
|
||
45
Waste Management
WM
$84.9B
| $2.47M | 0.29% |
10,746
-40
|
|
||
46
Lowe's Companies
LOW
$120B
| $2.42M | 0.28% |
10,232
|
|
||
47
Darden Restaurants
DRI
$23.4B
| $2.35M | 0.27% |
11,971
-75
|
|
||
48
McDonald's
MCD
$198B
| $2.26M | 0.26% |
7,283
-280
|
|
||
49
Danaher
DHR
$129B
| $2.26M | 0.26% |
11,900
-200
|
|
||
50
Deere & Co
DE
$146B
| $2.13M | 0.25% |
3,785
+490
|
|