BIM
Baldwin Investment Management Portfolio holdings
AUM
$873M
1-Year Est. Return
18.71%
1 Year Est. Return
+18.71%
AUM
$828M
AUM Growth
-$3.57M
(-0.43%)
Holding
213
Top Buys
| 1 | +$2.73M | |
| 2 | +$1.14M | |
| 3 | +$892K | |
| 4 |
Axalta
AXTA
|
+$799K |
| 5 |
Uber
UBER
|
+$558K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.11M | |
| 3 | +$847K | |
| 4 |
NVIDIA
NVDA
|
+$821K |
| 5 |
Broadcom
AVGO
|
+$694K |
Sector Composition
| 1 | Financials | 57.34% |
| 2 | Technology | 14.63% |
| 3 | Healthcare | 6.48% |
| 4 | Industrials | 4.74% |
| 5 | Consumer Discretionary | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Adobe
ADBE
$139B
| $2.36M | 0.28% |
6,098
-307
|
|
||
52
T-Mobile US
TMUS
$242B
| $2.33M | 0.28% |
9,789
+32
|
|
||
53
McDonald's
MCD
$219B
| $2.31M | 0.28% |
7,918
-88
|
|
||
54
ICICI Bank
IBN
$111B
| $2.27M | 0.27% |
67,438
-820
|
|
||
55
Vanguard Total Stock Market ETF
VTI
$547B
| $2.26M | 0.27% |
7,435
+5
|
|
||
56
TJX Companies
TJX
$163B
| $2.25M | 0.27% |
18,246
-100
|
|
||
57
American Express
AXP
$246B
| $2.16M | 0.26% |
6,787
+100
|
|
||
|
58
Axalta
AXTA
$6.17B
| $1.88M | 0.23% |
63,226
+26,925
|
|
||
59
Blackstone
BX
$109B
| $1.87M | 0.23% |
12,511
-270
|
|
||
60
Synopsys
SNPS
$72.4B
| $1.86M | 0.22% |
3,620
-1,048
|
|
||
61
Deere & Co
DE
$129B
| $1.84M | 0.22% |
3,614
+996
|
|
||
62
Oracle
ORCL
$635B
| $1.82M | 0.22% |
8,345
+334
|
|
||
63
Chubb
CB
$116B
| $1.81M | 0.22% |
6,237
-25
|
|
||
64
Darden Restaurants
DRI
$20.2B
| $1.76M | 0.21% |
8,093
+45
|
|
||
65
Intercontinental Exchange
ICE
$86.7B
| $1.75M | 0.21% |
9,559
-25
|
|
||
66
Vanguard Total International Stock ETF
VXUS
$108B
| $1.74M | 0.21% |
25,136
+258
|
|
||
67
Kimberly-Clark
KMB
$34.5B
| $1.67M | 0.2% |
12,922
-2,100
|
|
||
68
iShares Core S&P Small-Cap ETF
IJR
$84.2B
| $1.63M | 0.2% |
14,928
-100
|
|
||
|
69
Uber
UBER
$190B
| $1.6M | 0.19% |
17,105
+5,985
|
|
||
70
Novo Nordisk
NVO
$214B
| $1.51M | 0.18% |
21,874
-441
|
|
||
71
Nike
NKE
$94.9B
| $1.5M | 0.18% |
21,098
-14
|
|
||
72
IBM
IBM
$286B
| $1.48M | 0.18% |
5,029
-107
|
|
||
73
Ulta Beauty
ULTA
$23.7B
| $1.48M | 0.18% |
3,153
-500
|
|
||
74
Meta Platforms (Facebook)
META
$1.54T
| $1.47M | 0.18% |
1,987
-20
|
|
||
75
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
| $1.46M | 0.18% |
5,150
|
|