BIM
Baldwin Investment Management Portfolio holdings
AUM
$886M
1-Year Est. Return
20.97%
This Fund
S&P 500
1 Year Est. Return
+20.97%
AUM
$886M
AUM Growth
+$12.4M
(+1.4%)
Holding
212
Top Sells
| 1 | +$1.59M | |
| 2 | +$681K | |
| 3 | +$552K | |
| 4 |
American Tower
AMT
|
+$548K |
| 5 |
NVIDIA
NVDA
|
+$477K |
Sector Composition
| 1 | Financials | 55.7% |
| 2 | Technology | 15.56% |
| 3 | Healthcare | 7.09% |
| 4 | Industrials | 4.92% |
| 5 | Consumer Discretionary | 4.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$239B
| $2.31M | 0.26% |
7,563
-5
|
|
||
52
Darden Restaurants
DRI
$24.2B
| $2.22M | 0.25% |
12,046
+1,323
|
|
||
53
Tractor Supply
TSCO
$27.7B
| $2.21M | 0.25% |
44,200
-1,080
|
|
||
54
Ulta Beauty
ULTA
$30B
| $2.05M | 0.23% |
3,389
+96
|
|
||
55
ICICI Bank
IBN
$108B
| $2.01M | 0.23% |
67,438
|
|
||
56
IBM
IBM
$222B
| $1.99M | 0.22% |
6,709
+405
|
|
||
57
Chubb
CB
$135B
| $1.96M | 0.22% |
6,293
+56
|
|
||
58
T-Mobile US
TMUS
$237B
| $1.95M | 0.22% |
9,605
-172
|
|
||
59
Vanguard Total International Stock ETF
VXUS
$138B
| $1.94M | 0.22% |
25,743
+479
|
|
||
60
Freeport-McMoran
FCX
$97.9B
| $1.9M | 0.21% |
37,312
-622
|
|
||
61
Axalta
AXTA
$6.96B
| $1.88M | 0.21% |
58,304
-7,372
|
|
||
62
Adobe
ADBE
$108B
| $1.88M | 0.21% |
5,366
-357
|
|
||
63
Blackstone
BX
$90.6B
| $1.85M | 0.21% |
12,009
-502
|
|
||
|
64
American Tower
AMT
$88.9B
| $1.81M | 0.2% |
10,301
-3,014
|
|
||
65
iShares Core S&P Small-Cap ETF
IJR
$96.3B
| $1.78M | 0.2% |
14,778
-150
|
|
||
66
PepsiCo
PEP
$229B
| $1.67M | 0.19% |
11,669
+645
|
|
||
67
Viking Holdings
VIK
$32.8B
| $1.64M | 0.19% |
23,005
-780
|
|
||
68
First Solar
FSLR
$21.4B
| $1.57M | 0.18% |
6,013
-114
|
|
||
69
Zscaler
ZS
$23.7B
| $1.55M | 0.17% |
6,887
+1,279
|
|
||
70
Deere & Co
DE
$171B
| $1.53M | 0.17% |
3,295
-704
|
|
||
71
Meta Platforms (Facebook)
META
$1.65T
| $1.53M | 0.17% |
2,322
+360
|
|
||
72
Ryanair
RYAAY
$34.1B
| $1.49M | 0.17% |
20,689
|
|
||
73
Southern Company
SO
$107B
| $1.49M | 0.17% |
17,037
+3,159
|
|
||
74
Mettler-Toledo International
MTD
$27B
| $1.48M | 0.17% |
1,061
|
|
||
75
Synopsys
SNPS
$80.8B
| $1.46M | 0.16% |
3,099
-457
|
|