BIM
Baldwin Investment Management Portfolio holdings
AUM
$886M
1-Year Est. Return
20.97%
This Fund
S&P 500
1 Year Est. Return
+20.97%
AUM
$873M
AUM Growth
+$45M
(+5.4%)
Holding
215
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.12M | |
| 3 | +$1.01M | |
| 4 |
Edwards Lifesciences
EW
|
+$777K |
| 5 |
Palo Alto Networks
PANW
|
+$653K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$727K | |
| 3 | +$697K | |
| 4 |
SentinelOne
S
|
+$694K |
| 5 |
Lockheed Martin
LMT
|
+$609K |
Sector Composition
| 1 | Financials | 56.29% |
| 2 | Technology | 15.66% |
| 3 | Healthcare | 6.45% |
| 4 | Industrials | 4.82% |
| 5 | Consumer Discretionary | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $419M | 48.01% |
556
|
|
||
2
Broadcom
AVGO
$1.52T
| $23.8M | 2.73% |
72,212
-4,095
|
|
||
3
NVIDIA
NVDA
$4.31T
| $22.1M | 2.52% |
118,189
-2,747
|
|
||
4
Apple
AAPL
$3.88T
| $18.5M | 2.11% |
72,486
+58
|
|
||
5
Microsoft
MSFT
$2.92T
| $16.9M | 1.94% |
32,688
-40
|
|
||
6
JPMorgan Chase
JPM
$810B
| $15.4M | 1.76% |
48,789
-177
|
|
||
7
Lam Research
LRCX
$292B
| $13.4M | 1.53% |
100,028
-1,740
|
|
||
8
Costco
COST
$449B
| $10.2M | 1.17% |
11,048
+1,058
|
|
||
|
9
Berkshire Hathaway Class B
BRK.B
$1.09T
| $9.54M | 1.09% |
18,978
+134
|
|
||
10
Amazon
AMZN
$2.25T
| $9.08M | 1.04% |
41,364
-500
|
|
||
11
Eli Lilly
LLY
$992B
| $8.45M | 0.97% |
11,079
+1,505
|
|
||
12
Alphabet (Google) Class A
GOOGL
$3.77T
| $8.22M | 0.94% |
33,819
-515
|
|
||
13
Visa
V
$616B
| $7.35M | 0.84% |
21,536
+30
|
|
||
14
RTX Corp
RTX
$272B
| $7.24M | 0.83% |
43,252
+10,101
|
|
||
15
AbbVie
ABBV
$410B
| $6.71M | 0.77% |
28,980
+450
|
|
||
16
Exxon Mobil
XOM
$635B
| $6.41M | 0.73% |
56,873
+573
|
|
||
17
Vertex Pharmaceuticals
VRTX
$126B
| $6.17M | 0.71% |
15,748
+1,207
|
|
||
18
Enterprise Products Partners
EPD
$78.2B
| $6.02M | 0.69% |
192,440
-175
|
|
||
19
Linde
LIN
$235B
| $5.71M | 0.65% |
12,012
-226
|
|
||
20
Blackrock
BLK
$165B
| $5.42M | 0.62% |
4,651
+75
|
|
||
21
Vanguard S&P 500 ETF
VOO
$855B
| $5.4M | 0.62% |
8,811
+52
|
|
||
22
Abbott
ABT
$202B
| $5.29M | 0.61% |
39,465
+1,502
|
|
||
23
Goldman Sachs
GS
$258B
| $5.11M | 0.59% |
6,417
+175
|
|
||
24
S&P Global
SPGI
$132B
| $4.99M | 0.57% |
10,242
+140
|
|
||
|
25
Palo Alto Networks
PANW
$122B
| $4.94M | 0.57% |
24,255
+3,410
|
|