BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Est. Return
15.78%
1 Year Est. Return
+15.78%
AUM
$832M
AUM Growth
+$64.1M
(+8.3%)
Holding
213
Top Buys
| 1 | +$444M | |
| 2 | +$1.37M | |
| 3 | +$1.37M | |
| 4 |
Cencora
COR
|
+$1.07M |
| 5 |
NVIDIA
NVDA
|
+$948K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$782K | |
| 3 | +$631K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$618K |
| 5 |
Blackstone
BX
|
+$579K |
Sector Composition
| 1 | Financials | 61.19% |
| 2 | Technology | 11.71% |
| 3 | Healthcare | 6.76% |
| 4 | Consumer Discretionary | 4% |
| 5 | Industrials | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mastercard
MA
$507B
| $2.32M | 0.28% |
4,238
+2,507
|
|
||
52
TJX Companies
TJX
$160B
| $2.23M | 0.27% |
18,346
+3,911
|
|
||
53
Capital One
COF
$135B
| $2.17M | 0.26% |
12,125
-75
|
|
||
54
ICICI Bank
IBN
$118B
| $2.15M | 0.26% |
68,258
+12,100
|
|
||
55
Kimberly-Clark
KMB
$40.3B
| $2.14M | 0.26% |
15,022
-1,313
|
|
||
56
Vanguard Total Stock Market ETF
VTI
$543B
| $2.04M | 0.25% |
7,430
+57
|
|
||
57
Synopsys
SNPS
$83.1B
| $2M | 0.24% |
4,668
-374
|
|
||
58
Chubb
CB
$107B
| $1.89M | 0.23% |
6,262
+1,357
|
|
||
59
American Express
AXP
$239B
| $1.8M | 0.22% |
6,687
+2,050
|
|
||
|
60
Blackstone
BX
$122B
| $1.79M | 0.21% |
12,781
-4,140
|
|
||
61
PepsiCo
PEP
$210B
| $1.71M | 0.21% |
11,412
-36
|
|
||
62
Darden Restaurants
DRI
$21.9B
| $1.67M | 0.2% |
8,048
+20
|
|
||
63
BorgWarner
BWA
$9.22B
| $1.67M | 0.2% |
58,310
-22,038
|
|
||
64
Intercontinental Exchange
ICE
$87.9B
| $1.65M | 0.2% |
9,584
+94
|
|
||
65
Lockheed Martin
LMT
$116B
| $1.58M | 0.19% |
3,538
+444
|
|
||
66
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| $1.57M | 0.19% |
15,028
-692
|
|
||
67
Novo Nordisk
NVO
$242B
| $1.55M | 0.19% |
22,315
+575
|
|
||
68
Vanguard Total International Stock ETF
VXUS
$107B
| $1.54M | 0.19% |
24,878
-1,832
|
|
||
69
Starbucks
SBUX
$97B
| $1.5M | 0.18% |
15,311
+2,233
|
|
||
70
Chevron
CVX
$308B
| $1.46M | 0.18% |
8,735
-96
|
|
||
71
Constellation Brands
STZ
$24.6B
| $1.43M | 0.17% |
7,802
+75
|
|
||
72
Diamondback Energy
FANG
$40.3B
| $1.4M | 0.17% |
8,738
+206
|
|
||
73
Mondelez International
MDLZ
$80.8B
| $1.39M | 0.17% |
20,456
-350
|
|
||
74
Infosys
INFY
$67.7B
| $1.39M | 0.17% |
75,974
-1,250
|
|
||
75
UnitedHealth
UNH
$323B
| $1.36M | 0.16% |
2,589
-117
|
|