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BIM
Baldwin Investment Management Portfolio holdings
AUM
$856M
1-Year Est. Return
9.05%
This Fund
S&P 500
This Quarter
Est. Return
-2.17%
1 Year Est. Return
+9.05%
3 Year Est. Return
+67.39%
5 Year Est. Return
+100.69%
10 Year Est. Return
+337.61%
AUM
$856M
AUM Growth
-$30.1M
(-3.4%)
Cap. Flow
+$674K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
62.53%
Holding
216
New
9
Increased
63
Reduced
64
Closed
6
Top Buys
| 1 |
Autodesk
ADSK
|
+$1.46M |
| 2 |
Walt Disney
DIS
|
+$850K |
| 3 |
Dell
DELL
|
+$814K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$616K |
| 5 |
Palantir
PLTR
|
+$562K |
Top Sells
| 1 |
Lam Research
LRCX
|
+$2.13M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$850K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$736K |
| 4 |
Uber
UBER
|
+$686K |
| 5 |
Broadcom
AVGO
|
+$678K |
Sector Composition
| 1 | Financials | 54.47% |
| 2 | Technology | 15.06% |
| 3 | Healthcare | 6.62% |
| 4 | Industrials | 5.7% |
| 5 | Consumer Discretionary | 4.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Palantir
PLTR
$321B
| $538K | 0.06% |
+3,676
| New | +$562K |
|
152
Vanguard Mid-Cap Value ETF
VOE
$23.3B
| $525K | 0.06% |
2,847
+14
| +0.5% | +$2.62K |
|
153
Parker-Hannifin
PH
$120B
| $517K | 0.06% |
578
-25
| -4% | -$23.7K |
|
154
Bristol-Myers Squibb
BMY
$120B
| $509K | 0.06% |
8,400
+25
| +0.3% | +$1.46K |
|
|
AMRZ
155
Amrize Ltd
AMRZ
$28.1B
| $507K | 0.06% |
9,055
+75
| +0.8% | +$4.3K |
|
|
156
Uber
UBER
$148B
| $494K | 0.06% |
6,863
-8,912
| -56% | -$686K |
|
157
Schwab US Broad Market ETF
SCHB
$43.6B
| $482K | 0.06% |
19,212
+8
| +0% | +$210 |
|
158
Colgate-Palmolive
CL
$73.2B
| $474K | 0.06% |
5,563
| – | – |
|
159
Phillips 66
PSX
$78.6B
| $474K | 0.06% |
2,600
| – | – |
|
160
HSBC
HSBC
$344B
| $471K | 0.06% |
5,707
| – | – |
|
161
IQVIA
IQV
$34.5B
| $470K | 0.06% |
2,758
+200
| +8% | +$39K |
|
162
Trip.com Group
TCOM
$27B
| $470K | 0.05% |
9,442
| – | – |
|
163
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $470K | 0.05% |
8,688
| – | – |
|
164
Johnson Controls International
JCI
$87.1B
| $454K | 0.05% |
3,464
| – | – |
|
165
Franklin FTSE South Korea ETF
FLKR
$1.15B
| $448K | 0.05% |
+11,225
| New | +$457K |
|
166
NVR
NVR
$17.5B
| $428K | 0.05% |
65
| – | – |
|
167
Leidos
LDOS
$13.6B
| $428K | 0.05% |
2,750
| – | – |
|
168
CrowdStrike
CRWD
$211B
| $408K | 0.05% |
4,180
+820
| +24% | +$86.9K |
|
169
Sherwin-Williams
SHW
$82B
| $395K | 0.05% |
1,232
| – | – |
|
170
Cabot Corp
CBT
$4.64B
| $394K | 0.05% |
5,230
-300
| -5% | -$21.8K |
|
171
Allstate
ALL
$61.6B
| $384K | 0.04% |
1,850
| – | – |
|
172
Micron Technology
MU
$1.02T
| $372K | 0.04% |
1,101
-199
| -15% | -$78K |
|
173
iShares MSCI EAFE ETF
EFA
$77.5B
| $372K | 0.04% |
3,825
| – | – |
|
174
GE Vernova
GEV
$284B
| $367K | 0.04% |
420
+63
| +18% | +$49.2K |
|
175
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
| $360K | 0.04% |
2,226
+356
| +19% | +$59.8K |
|
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