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 | |
|---|---|---|---|---|---|---|
76
Freeport-McMoran
FCX
$57.7B
| $1.44M | 0.17% |
33,234
-1,100
|
|
||
77
PepsiCo
PEP
$199B
| $1.44M | 0.17% |
10,874
-538
|
|
||
78
Honeywell
HON
$126B
| $1.41M | 0.17% |
6,071
-198
|
|
||
79
Viking Holdings
VIK
$26.3B
| $1.41M | 0.17% |
26,505
+50
|
|
||
80
Infosys
INFY
$69B
| $1.39M | 0.17% |
74,840
-1,134
|
|
||
81
Constellation Brands
STZ
$22.5B
| $1.38M | 0.17% |
8,482
+680
|
|
||
82
Starbucks
SBUX
$96.4B
| $1.37M | 0.17% |
14,992
-319
|
|
||
83
Mondelez International
MDLZ
$73.4B
| $1.36M | 0.16% |
20,232
-224
|
|
||
84
Boston Scientific
BSX
$152B
| $1.34M | 0.16% |
12,470
+1,870
|
|
||
85
Pfizer
PFE
$142B
| $1.29M | 0.16% |
53,238
+7,320
|
|
||
86
CME Group
CME
$103B
| $1.26M | 0.15% |
4,571
-206
|
|
||
87
Lockheed Martin
LMT
$108B
| $1.25M | 0.15% |
2,693
-845
|
|
||
88
Mettler-Toledo International
MTD
$28.7B
| $1.25M | 0.15% |
1,061
-22
|
|
||
89
Chevron
CVX
$315B
| $1.23M | 0.15% |
8,610
-125
|
|
||
90
Southern Company
SO
$99.9B
| $1.22M | 0.15% |
13,328
-130
|
|
||
91
Corteva
CTVA
$44.6B
| $1.21M | 0.15% |
16,229
-225
|
|
||
92
Procter & Gamble
PG
$345B
| $1.2M | 0.15% |
7,540
-298
|
|
||
93
Ares Capital
ARCC
$14.5B
| $1.2M | 0.14% |
54,667
-297
|
|
||
94
Ryanair
RYAAY
$33.2B
| $1.19M | 0.14% |
20,689
-363
|
|
||
95
Trane Technologies
TT
$92.7B
| $1.19M | 0.14% |
2,716
|
|
||
96
UnitedHealth
UNH
$292B
| $1.18M | 0.14% |
3,789
+1,200
|
|
||
97
Diamondback Energy
FANG
$42.7B
| $1.17M | 0.14% |
8,503
-235
|
|
||
98
Cencora
COR
$70.2B
| $1.16M | 0.14% |
3,858
|
|
||
99
Zscaler
ZS
$47.4B
| $1.14M | 0.14% |
+3,616
|
|
||
100
Walt Disney
DIS
$190B
| $1.13M | 0.14% |
9,091
-328
|
|