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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.05T
| $420M | 47.38% |
556
|
|
||
2
Broadcom
AVGO
$1.97T
| $25.4M | 2.87% |
73,420
+1,208
|
|
||
|
3
NVIDIA
NVDA
$5.49T
| $21.6M | 2.43% |
115,629
-2,560
|
|
||
4
Apple
AAPL
$4.39T
| $19M | 2.15% |
69,950
-2,536
|
|
||
5
Lam Research
LRCX
$369B
| $16.8M | 1.9% |
98,134
-1,894
|
|
||
6
Microsoft
MSFT
$3.01T
| $15.7M | 1.77% |
32,411
-277
|
|
||
7
JPMorgan Chase
JPM
$805B
| $15.5M | 1.75% |
48,114
-675
|
|
||
8
Eli Lilly
LLY
$906B
| $11.8M | 1.33% |
10,976
-103
|
|
||
9
Alphabet (Google) Class A
GOOGL
$4.88T
| $10.5M | 1.19% |
33,629
-190
|
|
||
10
Costco
COST
$458B
| $9.79M | 1.11% |
11,356
+308
|
|
||
11
Amazon
AMZN
$2.91T
| $9.51M | 1.07% |
41,192
-172
|
|
||
|
12
Berkshire Hathaway Class B
BRK.B
$1.05T
| $9.14M | 1.03% |
18,174
-804
|
|
||
13
RTX Corp
RTX
$240B
| $8.23M | 0.93% |
44,853
+1,601
|
|
||
14
Visa
V
$609B
| $7.48M | 0.84% |
21,322
-214
|
|
||
15
Vertex Pharmaceuticals
VRTX
$115B
| $7.05M | 0.8% |
15,554
-194
|
|
||
16
Exxon Mobil
XOM
$628B
| $6.78M | 0.77% |
56,311
-562
|
|
||
17
AbbVie
ABBV
$368B
| $6.52M | 0.74% |
28,549
-431
|
|
||
18
Enterprise Products Partners
EPD
$82.8B
| $6.16M | 0.69% |
191,988
-452
|
|
||
19
Intuitive Surgical
ISRG
$153B
| $5.98M | 0.68% |
10,566
+4
|
|
||
20
Vanguard S&P 500 ETF
VOO
$958B
| $5.57M | 0.63% |
8,884
+73
|
|
||
21
Goldman Sachs
GS
$282B
| $5.54M | 0.63% |
6,308
-109
|
|
||
22
S&P Global
SPGI
$120B
| $5.47M | 0.62% |
10,471
+229
|
|
||
23
TSMC
TSM
$2.07T
| $5.02M | 0.57% |
16,507
-85
|
|
||
24
Abbott
ABT
$146B
| $4.96M | 0.56% |
39,556
+91
|
|
||
25
Blackrock
BLK
$170B
| $4.94M | 0.56% |
4,617
-34
|
|