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 | |
|---|---|---|---|---|---|---|
76
Nike
NKE
$99.6B
| $1.34M | 0.16% |
21,112
-85
|
|
||
77
Ulta Beauty
ULTA
$23.9B
| $1.34M | 0.16% |
3,653
-150
|
|
||
78
Procter & Gamble
PG
$354B
| $1.34M | 0.16% |
7,838
+4,239
|
|
||
79
Honeywell
HON
$129B
| $1.33M | 0.16% |
6,269
-394
|
|
||
80
Freeport-McMoran
FCX
$59.1B
| $1.3M | 0.16% |
34,334
+1,160
|
|
||
81
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $1.3M | 0.16% |
8,094
-63
|
|
||
82
Mettler-Toledo International
MTD
$27.8B
| $1.28M | 0.15% |
1,083
-50
|
|
||
83
IBM
IBM
$262B
| $1.28M | 0.15% |
5,136
+300
|
|
||
84
CME Group
CME
$96.6B
| $1.27M | 0.15% |
4,777
-393
|
|
||
85
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $1.26M | 0.15% |
5,150
-249
|
|
||
86
Southern Company
SO
$108B
| $1.24M | 0.15% |
13,458
+931
|
|
||
87
Deere & Co
DE
$124B
| $1.23M | 0.15% |
2,618
-248
|
|
||
88
Ares Capital
ARCC
$13.8B
| $1.22M | 0.15% |
54,964
+5,343
|
|
||
89
Axalta
AXTA
$6.16B
| $1.2M | 0.14% |
36,301
+15,770
|
|
||
90
Pfizer
PFE
$139B
| $1.16M | 0.14% |
45,918
+27,940
|
|
||
91
Meta Platforms (Facebook)
META
$1.8T
| $1.16M | 0.14% |
2,007
-43
|
|
||
92
Prologis
PLD
$115B
| $1.15M | 0.14% |
10,299
+21
|
|
||
93
Oracle
ORCL
$830B
| $1.12M | 0.13% |
8,011
+368
|
|
||
94
Fortive
FTV
$16.5B
| $1.11M | 0.13% |
15,185
-4,325
|
|
||
95
NXP Semiconductors
NXPI
$54B
| $1.09M | 0.13% |
5,722
-690
|
|
||
96
Yum! Brands
YUM
$40.3B
| $1.09M | 0.13% |
6,899
|
|
||
|
97
Cencora
COR
$63B
| $1.07M | 0.13% |
+3,858
|
|
||
98
Boston Scientific
BSX
$147B
| $1.07M | 0.13% |
10,600
+1,860
|
|
||
99
Viking Holdings
VIK
$26.9B
| $1.05M | 0.13% |
26,455
+4,340
|
|
||
100
Corteva
CTVA
$41.7B
| $1.04M | 0.12% |
16,454
-250
|
|