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 | |
|---|---|---|---|---|---|---|
201
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $214K | 0.03% |
+3,754
|
|
||
202
Emerson Electric
EMR
$71.7B
| $212K | 0.03% |
+1,587
|
|
||
203
Invesco QQQ Trust
QQQ
$387B
| $211K | 0.03% |
+383
|
|
||
204
Travelers Companies
TRV
$64.1B
| $207K | 0.03% |
775
-26
|
|
||
205
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| $206K | 0.02% |
+8,142
|
|
||
206
SPDR Gold Trust
GLD
$131B
| $206K | 0.02% |
675
-325
|
|
||
207
KLA
KLAC
$149B
| $202K | 0.02% |
+225
|
|
||
208
Mizuho Financial
MFG
$87.6B
| $160K | 0.02% |
28,800
|
|
||
209
Ocugen
OCGN
$372M
| $24.3K | ﹤0.01% |
+25,000
|
|
||
210
Amgen
AMGN
$181B
| – | – |
-704
|
|
||
211
GE HealthCare
GEHC
$33.3B
| – | – |
-3,623
|
|
||
212
Otis Worldwide
OTIS
$34.6B
| – | – |
-5,917
|
|
||
213
Jacobs Solutions
J
$18.5B
| – | – |
-3,257
|
|