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
$856M
AUM Growth
-$30.1M
(-3.4%)
Holding
216
Top Buys
| 1 | +$1.46M | |
| 2 | +$850K | |
| 3 | +$814K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$616K |
| 5 |
Palantir
PLTR
|
+$562K |
Top Sells
| 1 | +$2.13M | |
| 2 | +$850K | |
| 3 | +$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 | |
|---|---|---|---|---|---|---|
201
Mizuho Financial
MFG
$109B
| $229K | 0.03% |
28,800
|
|
||
202
Xylem
XYL
$26B
| $228K | 0.03% |
1,907
|
|
||
203
Toast
TOST
$15.1B
| $224K | 0.03% |
+8,450
|
|
||
204
Equinix
EQIX
$105B
| $214K | 0.03% |
+218
|
|
||
205
Invesco QQQ Trust
QQQ
$491B
| $210K | 0.02% |
363
+28
|
|
||
206
Emerson Electric
EMR
$80.6B
| $208K | 0.02% |
1,587
|
|
||
207
Wells Fargo
WFC
$237B
| $205K | 0.02% |
2,572
+200
|
|
||
208
Amgen
AMGN
$182B
| $204K | 0.02% |
+579
|
|
||
|
HQL
209
abrdn Life Sciences Investors
HQL
$543M
| $164K | 0.02% |
+10,094
|
|
||
210
Ocugen
OCGN
$467M
| $45.3K | 0.01% |
25,000
|
|
||
211
Progressive
PGR
$111B
| – | – |
-881
|
|
||
212
Qualcomm
QCOM
$265B
| – | – |
-1,365
|
|
||
213
Sysco
SYY
$36.3B
| – | – |
-3,475
|
|
||
214
Veralto
VLTO
$20.2B
| – | – |
-2,230
|
|
||
215
Vanguard Mid-Cap ETF
VO
$102B
| – | – |
-3,104
|
|
||
216
Comcast
CMCSA
$88.8B
| – | – |
-12,253
|
|