BIM
Baldwin Investment Management Portfolio holdings
AUM
$886M
1-Year Est. Return
20.97%
This Fund
S&P 500
1 Year Est. Return
+20.97%
AUM
$873M
AUM Growth
+$45M
(+5.4%)
Holding
215
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.12M | |
| 3 | +$1.01M | |
| 4 |
Edwards Lifesciences
EW
|
+$777K |
| 5 |
Palo Alto Networks
PANW
|
+$653K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$727K | |
| 3 | +$697K | |
| 4 |
SentinelOne
S
|
+$694K |
| 5 |
Lockheed Martin
LMT
|
+$609K |
Sector Composition
| 1 | Financials | 56.29% |
| 2 | Technology | 15.66% |
| 3 | Healthcare | 6.45% |
| 4 | Industrials | 4.82% |
| 5 | Consumer Discretionary | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nike
NKE
$90.3B
| $1.47M | 0.17% |
21,098
|
|
||
77
Meta Platforms (Facebook)
META
$1.65T
| $1.44M | 0.17% |
1,962
-25
|
|
||
78
Kimberly-Clark
KMB
$36.4B
| $1.43M | 0.16% |
11,482
-1,440
|
|
||
79
Pfizer
PFE
$155B
| $1.37M | 0.16% |
53,638
+400
|
|
||
80
First Solar
FSLR
$21.4B
| $1.35M | 0.15% |
6,127
-35
|
|
||
81
Shopify
SHOP
$156B
| $1.33M | 0.15% |
8,978
-230
|
|
||
82
Chevron
CVX
$375B
| $1.33M | 0.15% |
8,550
-60
|
|
||
83
Southern Company
SO
$107B
| $1.32M | 0.15% |
13,878
+550
|
|
||
84
Mettler-Toledo International
MTD
$26.9B
| $1.3M | 0.15% |
1,061
|
|
||
85
Honeywell
HON
$157B
| $1.3M | 0.15% |
6,163
+92
|
|
||
86
ASML
ASML
$549B
| $1.29M | 0.15% |
1,334
+190
|
|
||
87
Boston Scientific
BSX
$113B
| $1.28M | 0.15% |
13,145
+675
|
|
||
88
Starbucks
SBUX
$110B
| $1.26M | 0.14% |
14,892
-100
|
|
||
89
Mondelez International
MDLZ
$77.5B
| $1.26M | 0.14% |
20,158
-74
|
|
||
90
Ryanair
RYAAY
$34.2B
| $1.25M | 0.14% |
20,689
|
|
||
91
Ares Capital
ARCC
$13.6B
| $1.24M | 0.14% |
60,770
+6,103
|
|
||
92
CME Group
CME
$117B
| $1.24M | 0.14% |
4,571
|
|
||
93
Infosys
INFY
$57.4B
| $1.22M | 0.14% |
74,840
|
|
||
94
Novo Nordisk
NVO
$168B
| $1.21M | 0.14% |
21,874
|
|
||
95
Diamondback Energy
FANG
$50.9B
| $1.21M | 0.14% |
8,479
-24
|
|
||
96
L3Harris
LHX
$70.7B
| $1.19M | 0.14% |
3,892
+250
|
|
||
97
Datadog
DDOG
$39.2B
| $1.18M | 0.14% |
8,310
+1,670
|
|
||
|
98
Edwards Lifesciences
EW
$50.6B
| $1.17M | 0.13% |
15,085
+9,940
|
|
||
99
NXP Semiconductors
NXPI
$56.8B
| $1.15M | 0.13% |
5,047
|
|
||
100
Trane Technologies
TT
$103B
| $1.15M | 0.13% |
2,716
|
|