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 | |
|---|---|---|---|---|---|---|
51
Waste Management
WM
$87B
| $2.38M | 0.27% |
10,786
+300
|
|
||
52
T-Mobile US
TMUS
$231B
| $2.34M | 0.27% |
9,777
-12
|
|
||
53
American Express
AXP
$248B
| $2.3M | 0.26% |
6,937
+150
|
|
||
54
McDonald's
MCD
$216B
| $2.3M | 0.26% |
7,568
-350
|
|
||
55
Oracle
ORCL
$573B
| $2.26M | 0.26% |
8,030
-315
|
|
||
56
Blackstone
BX
$113B
| $2.14M | 0.24% |
12,511
|
|
||
57
Darden Restaurants
DRI
$20.2B
| $2.04M | 0.23% |
10,723
+2,630
|
|
||
58
ICICI Bank
IBN
$109B
| $2.04M | 0.23% |
67,438
|
|
||
59
Adobe
ADBE
$135B
| $2.02M | 0.23% |
5,723
-375
|
|
||
60
Axalta
AXTA
$6.39B
| $1.88M | 0.22% |
65,676
+2,450
|
|
||
61
Vanguard Total International Stock ETF
VXUS
$111B
| $1.86M | 0.21% |
25,264
+128
|
|
||
62
Deere & Co
DE
$127B
| $1.83M | 0.21% |
3,999
+385
|
|
||
63
Ulta Beauty
ULTA
$24.6B
| $1.8M | 0.21% |
3,293
+140
|
|
||
64
IBM
IBM
$286B
| $1.78M | 0.2% |
6,304
+1,275
|
|
||
65
iShares Core S&P Small-Cap ETF
IJR
$87.7B
| $1.77M | 0.2% |
14,928
|
|
||
66
Chubb
CB
$116B
| $1.76M | 0.2% |
6,237
|
|
||
67
Synopsys
SNPS
$81.4B
| $1.75M | 0.2% |
3,556
-64
|
|
||
68
Uber
UBER
$180B
| $1.73M | 0.2% |
17,637
+532
|
|
||
69
Zscaler
ZS
$38.8B
| $1.68M | 0.19% |
5,608
+1,992
|
|
||
70
Intercontinental Exchange
ICE
$89.5B
| $1.61M | 0.18% |
9,559
|
|
||
|
FISV
71
Fiserv Inc
FISV
$33.7B
| $1.59M | 0.18% |
12,325
-1,450
|
|
||
72
PepsiCo
PEP
$204B
| $1.55M | 0.18% |
11,024
+150
|
|
||
73
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $1.51M | 0.17% |
5,150
|
|
||
74
Freeport-McMoran
FCX
$61.8B
| $1.49M | 0.17% |
37,934
+4,700
|
|
||
75
Viking Holdings
VIK
$29.8B
| $1.48M | 0.17% |
23,785
-2,720
|
|