BI
| |
Baldwin Investment Management, LLC13F | |
| Baldwin Investment Management, LLC | |
| Last update 2025-05-07 | 200 Stocks (13 new) |
| Value $832.00 Mil | Turnover 3 % |
Baldwin Investment Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 556 | 443,933.5 | -0.36% | 53.360 | -0.18% | 0.040 | -8.71% | +4.41% | 1,022,296.6 | Insurance | |
AAPL | Apple Inc | 72,062 | 16,007.1 | -0.65% | 1.920 | -0.02% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 126,131 | 13,670.1 | +7.45% | 1.640 | +0.11% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AVGO | Broadcom Inc | 78,825 | 13,197.6 | -0.73% | 1.590 | -0.02% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
MSFT | Microsoft Corp | 32,970 | 12,376.6 | +7.29% | 1.490 | +0.10% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
JPM | JPMorgan Chase & Co | 49,336 | 12,102.2 | +4.57% | 1.450 | +0.06% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
BRK.B | Berkshire Hathaway Inc | 19,170 | 10,209.6 | +1.67% | 1.230 | +0.02% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
COST | Costco Wholesale Corp | 9,929 | 9,390.4 | +4.08% | 1.130 | +0.04% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
AMZN | Amazon.com Inc | 42,199 | 8,028.8 | +2.45% | 0.970 | +0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 9,398 | 7,761.6 | +5.75% | 0.930 | +0.05% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers |
Baldwin Investment Management, LLC's Historical Top Holdings Breakdowns
Baldwin Investment Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.18% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | Reduce -0.36% | 556 | -2 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.18% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -32.59% | 4,818 | -2,329 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.17% | 504.67 ($544.39) 576.31 | $552.66 | 1.52% | Add 144.83% | 4,238 | 2,507 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.17% | 306.92 ($338.38) 362.71 | $349.05 | 3.15% | Add 21.67% | 22,006 | 3,920 | |
COR | Cencora Inc | 2025-03-31 | New Buy New Buy | +0.13% | 224.74 ($251.19) 278.09 | $292.87 | 16.59% | New holding | 3,858 | 3,858 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.11% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 7.45% | 126,131 | 8,747 | |
CI | The Cigna Group | 2025-03-31 | New Buy New Buy | +0.10% | 274.49 ($301.26) 329 | $295.71 | -1.84% | New holding | 2,506 | 2,506 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.10% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Add 7.29% | 32,970 | 2,240 | |
BSY | Bentley Systems Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 39.34 ($44.65) 47.7 | $57.81 | 29.47% | Sold Out | 0 | -16,743 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.09% | 136.53 ($162.31) 186.74 | $168.72 | 3.95% | Reduce -24.47% | 12,781 | -4,140 |
Baldwin Investment Management, LLC Total Holding History ($B)
Baldwin Investment Management, LLC's Asset Allocation
Baldwin Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Baldwin Investment Management, LLC's Hypothetical Growth since 2025-03-31
Baldwin Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baldwin Investment Management, LLC's Holdings Heat Map
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Baldwin Investment Management, LLC's Holdings Bubble Chart
Baldwin Investment Management, LLC News
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