BIM
Baldwin Investment Management Portfolio holdings
AUM
$856M
1-Year Est. Return
9.05%
This Fund
S&P 500
1 Year Est. Return
+9.05%
AUM
$886M
AUM Growth
+$12.4M
(+1.4%)
Holding
212
Top Sells
| 1 | +$1.59M | |
| 2 | +$681K | |
| 3 | +$552K | |
| 4 |
American Tower
AMT
|
+$548K |
| 5 |
NVIDIA
NVDA
|
+$477K |
Sector Composition
| 1 | Financials | 55.7% |
| 2 | Technology | 15.56% |
| 3 | Healthcare | 7.09% |
| 4 | Industrials | 4.92% |
| 5 | Consumer Discretionary | 4.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$87.5B
| $1.45M | 0.16% |
8,964
-595
|
|
||
77
Autodesk
ADSK
$48.8B
| $1.43M | 0.16% |
4,832
+1,905
|
|
||
78
ASML
ASML
$610B
| $1.43M | 0.16% |
1,334
|
|
||
79
Oracle
ORCL
$546B
| $1.43M | 0.16% |
7,320
-710
|
|
||
80
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
| $1.4M | 0.16% |
5,000
-150
|
|
||
81
Nike
NKE
$62.7B
| $1.38M | 0.16% |
21,601
+503
|
|
||
82
Shopify
SHOP
$124B
| $1.36M | 0.15% |
8,423
-555
|
|
||
83
Infosys
INFY
$48B
| $1.33M | 0.15% |
74,840
|
|
||
84
Chevron
CVX
$370B
| $1.3M | 0.15% |
8,550
|
|
||
85
Uber
UBER
$152B
| $1.29M | 0.15% |
15,775
-1,862
|
|
||
86
Edwards Lifesciences
EW
$46.9B
| $1.29M | 0.15% |
15,095
+10
|
|
||
87
Diamondback Energy
FANG
$56.6B
| $1.26M | 0.14% |
8,363
-116
|
|
||
88
Ares Capital
ARCC
$13.5B
| $1.25M | 0.14% |
61,575
+805
|
|
||
89
Starbucks
SBUX
$121B
| $1.24M | 0.14% |
14,700
-192
|
|
||
90
CME Group
CME
$108B
| $1.22M | 0.14% |
4,469
-102
|
|
||
91
Boston Scientific
BSX
$78.9B
| $1.22M | 0.14% |
12,785
-360
|
|
||
92
Honeywell
HON
$138B
| $1.17M | 0.13% |
5,975
-564
|
|
||
93
Datadog
DDOG
$73.1B
| $1.16M | 0.13% |
8,530
+220
|
|
||
94
Cencora
COR
$49.7B
| $1.15M | 0.13% |
3,408
|
|
||
95
Kimberly-Clark
KMB
$32.2B
| $1.14M | 0.13% |
11,332
-150
|
|
||
96
L3Harris
LHX
$56.8B
| $1.14M | 0.13% |
3,892
|
|
||
97
Walt Disney
DIS
$182B
| $1.14M | 0.13% |
10,042
+1,140
|
|
||
98
Novo Nordisk
NVO
$209B
| $1.1M | 0.12% |
21,549
-325
|
|
||
99
Walmart Inc
WMT
$1.05T
| $1.09M | 0.12% |
9,787
-100
|
|
||
100
BorgWarner
BWA
$13.7B
| $1.08M | 0.12% |
24,007
-528
|
|