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 | |
|---|---|---|---|---|---|---|
51
Mastercard
MA
$436B
| $2.12M | 0.25% |
4,238
|
|
||
52
Freeport-McMoran
FCX
$94.5B
| $2.1M | 0.25% |
35,712
-1,600
|
|
||
53
American Express
AXP
$216B
| $2.08M | 0.24% |
6,860
|
|
||
54
Dell
DELL
$273B
| $2.04M | 0.24% |
12,427
+6,110
|
|
||
55
Chubb
CB
$121B
| $2.02M | 0.24% |
6,193
-100
|
|
||
56
Tractor Supply
TSCO
$16.5B
| $2.01M | 0.23% |
44,275
+75
|
|
||
57
Vanguard Total International Stock ETF
VXUS
$151B
| $1.92M | 0.22% |
24,913
-830
|
|
||
58
T-Mobile US
TMUS
$203B
| $1.91M | 0.22% |
9,105
-500
|
|
||
59
ICICI Bank
IBN
$94B
| $1.91M | 0.22% |
73,838
+6,400
|
|
||
60
Accenture
ACN
$115B
| $1.89M | 0.22% |
9,534
-365
|
|
||
61
iShares Core S&P Small-Cap ETF
IJR
$104B
| $1.85M | 0.22% |
14,919
+141
|
|
||
62
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $1.85M | 0.22% |
2,847
-1,250
|
|
||
63
PepsiCo
PEP
$197B
| $1.82M | 0.21% |
11,694
+25
|
|
||
64
American Tower
AMT
$87.1B
| $1.81M | 0.21% |
10,476
+175
|
|
||
65
Ulta Beauty
ULTA
$22.2B
| $1.77M | 0.21% |
3,389
|
|
||
66
Chevron
CVX
$363B
| $1.77M | 0.21% |
8,550
|
|
||
67
ASML
ASML
$622B
| $1.76M | 0.21% |
1,334
|
|
||
68
Southern Company
SO
$104B
| $1.76M | 0.21% |
18,237
+1,200
|
|
||
69
IBM
IBM
$280B
| $1.75M | 0.21% |
7,239
+530
|
|
||
70
Walt Disney
DIS
$177B
| $1.74M | 0.2% |
18,080
+8,038
|
|
||
71
Viking Holdings
VIK
$41.1B
| $1.61M | 0.19% |
21,910
-1,095
|
|
||
72
Axalta
AXTA
$6.59B
| $1.5M | 0.17% |
54,029
-4,275
|
|
||
73
Meta Platforms (Facebook)
META
$1.61T
| $1.49M | 0.17% |
2,611
+289
|
|
||
74
Walmart Inc
WMT
$923B
| $1.44M | 0.17% |
11,587
+1,800
|
|
||
75
Synopsys
SNPS
$91.1B
| $1.43M | 0.17% |
3,605
+506
|
|