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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.1T
| $405M | 48.92% |
556
|
|
||
|
2
Broadcom
AVGO
$1.62T
| $21M | 2.54% |
76,307
-2,518
|
|
||
|
3
NVIDIA
NVDA
$4.63T
| $19.1M | 2.31% |
120,936
-5,195
|
|
||
4
Microsoft
MSFT
$3.79T
| $16.3M | 1.97% |
32,728
-242
|
|
||
5
Apple
AAPL
$4.03T
| $14.9M | 1.79% |
72,428
+366
|
|
||
6
JPMorgan Chase
JPM
$827B
| $14.2M | 1.71% |
48,966
-370
|
|
||
7
Lam Research
LRCX
$186B
| $9.91M | 1.2% |
101,768
+361
|
|
||
8
Costco
COST
$409B
| $9.89M | 1.19% |
9,990
+61
|
|
||
9
Amazon
AMZN
$2.51T
| $9.18M | 1.11% |
41,864
-335
|
|
||
|
10
Berkshire Hathaway Class B
BRK.B
$1.1T
| $9.15M | 1.11% |
18,844
-326
|
|
||
11
Visa
V
$637B
| $7.64M | 0.92% |
21,506
-500
|
|
||
12
Eli Lilly
LLY
$918B
| $7.46M | 0.9% |
9,574
+176
|
|
||
13
Vertex Pharmaceuticals
VRTX
$111B
| $6.47M | 0.78% |
14,541
+711
|
|
||
14
Exxon Mobil
XOM
$503B
| $6.07M | 0.73% |
56,300
+652
|
|
||
15
Alphabet (Google) Class A
GOOGL
$3.34T
| $6.05M | 0.73% |
34,334
-900
|
|
||
16
Enterprise Products Partners
EPD
$69.8B
| $5.97M | 0.72% |
192,615
|
|
||
17
Linde
LIN
$198B
| $5.74M | 0.69% |
12,238
-108
|
|
||
18
Intuitive Surgical
ISRG
$195B
| $5.36M | 0.65% |
9,857
-119
|
|
||
19
S&P Global
SPGI
$150B
| $5.33M | 0.64% |
10,102
+253
|
|
||
20
AbbVie
ABBV
$411B
| $5.3M | 0.64% |
28,530
+625
|
|
||
21
Abbott
ABT
$227B
| $5.16M | 0.62% |
37,963
+508
|
|
||
22
Vanguard S&P 500 ETF
VOO
$765B
| $4.98M | 0.6% |
8,759
-5
|
|
||
23
RTX Corp
RTX
$235B
| $4.84M | 0.58% |
33,151
-550
|
|
||
24
Blackrock
BLK
$164B
| $4.8M | 0.58% |
4,576
+30
|
|
||
25
Eaton
ETN
$137B
| $4.7M | 0.57% |
13,165
+821
|
|