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 | |
|---|---|---|---|---|---|---|
201
Wells Fargo
WFC
$225B
| $221K | 0.03% |
+2,372
|
|
||
202
Incyte
INCY
$19.7B
| $211K | 0.02% |
+2,140
|
|
||
203
Mizuho Financial
MFG
$108B
| $211K | 0.02% |
28,800
|
|
||
204
Emerson Electric
EMR
$77.2B
| $211K | 0.02% |
1,587
|
|
||
205
Invesco QQQ Trust
QQQ
$469B
| $206K | 0.02% |
335
-48
|
|
||
206
Progressive
PGR
$115B
| $201K | 0.02% |
881
-6
|
|
||
207
Ocugen
OCGN
$498M
| $33.8K | ﹤0.01% |
25,000
|
|
||
208
Texas Instruments
TXN
$279B
| – | – |
-1,777
|
|
||
209
Constellation Brands
STZ
$24.2B
| – | – |
-4,102
|
|
||
210
Kyndryl
KD
$2.49B
| – | – |
-8,380
|
|
||
211
HubSpot
HUBS
$9.17B
| – | – |
-617
|
|
||
|
FISV
212
Fiserv Inc
FISV
$27.9B
| – | – |
-12,325
|
|