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Leigh Baldwin & Co Portfolio holdings
AUM
$154M
1-Year Est. Return
26.5%
This Fund
S&P 500
This Quarter
Est. Return
+2.91%
1 Year Est. Return
+26.5%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100.73%
Top 10 Holdings %
Top 10 Hldgs %
29.94%
Holding
160
New
160
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$6.85M |
| 2 |
Apple
AAPL
|
+$5.16M |
| 3 |
Microsoft
MSFT
|
+$3.46M |
| 4 |
Veeva Systems
VEEV
|
+$3.41M |
| 5 |
Amazon
AMZN
|
+$3.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.47% |
| 2 | Healthcare | 9.84% |
| 3 | Financials | 7.36% |
| 4 | Consumer Discretionary | 5.57% |
| 5 | Industrials | 4.87% |
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Leigh Baldwin & Co's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Leigh Baldwin & Co, which disclosed 160 positions worth $119M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is NVIDIA: 49,721 shares worth $6.68M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Healthcare and Financials.
- Leigh Baldwin & Co's largest Q4 2024 buy was NVIDIA: 49,721 shares worth $6.68M.
- Leigh Baldwin & Co's ten largest holdings make up 30% of its $119M portfolio in Q4 2024.
- Leigh Baldwin & Co disclosed 160 positions in Q4 2024, its first 13F filing on record.
Based on Leigh Baldwin & Co's 13F filing for Q4 2024, filed 14 Feb 2025.