Baldwin Investment Management, LLC Buys Takeda Pharmaceutical Co, NVIDIA Corp, Constellation Brands Inc, Sells Shire PLC, Qualcomm Inc, Taiwan Semiconductor Manufacturing Co

• New Purchases: TAK, VSM, CTRP, FDC, XLC, PM, IYY, FM, DNBF, XLP, WEC, PCAR, NVS, ALLE,
• Added Positions: NVDA, STZ, RTN, VMC, UTX, EPD, BLK, CVS, SHOP, JPM, PEP, MCD, FDX, RDS.A, UNH, RYAAY, SWK, TGP, TEX, PG, PPG, XLF, FL, GOOGL, ZTS, LAZ, IBB, MRK, KO, CVX, VBR, T,
• Reduced Positions: AAPL, NKE, TSM, JNJ, LOW, BAC, UNP, FISV, TMO, MSFT, TIP, GILD, V, AMZN, ADBE, LIN, IJR, COST, DHR, GS, WFC, IR, ICE, PDI, SLB, NXPI, NBL, VALE, VIG, IEP,
• Sold Out: SHPG, QCOM, FB, BMY, DBC,

For the details of Baldwin Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/baldwin+investment+management%2C+llc/current-portfolio/portfolio

1. Berkshire Hathaway Inc (BRK.A) - 591 shares, 54.68% of the total portfolio. Shares reduced by 0.17%
2. Apple Inc (AAPL) - 21,840 shares, 1.27% of the total portfolio. Shares reduced by 8.77%
3. Microsoft Corp (MSFT) - 28,452 shares, 1.03% of the total portfolio. Shares reduced by 1.73%
4. Amazon.com Inc (AMZN) - 1,810 shares, 0.99% of the total portfolio. Shares reduced by 2.69%
5. Mettler-Toledo International Inc (MTD) - 4,407 shares, 0.98% of the total portfolio. Shares reduced by 0.23%

Baldwin Investment Management, LLC initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $19.79. The impact to a portfolio due to this purchase was 0.21%. The holding were 33,934 shares as of .

Baldwin Investment Management, LLC initiated holding in Versum Materials Inc. The purchase prices were between $26.19 and $50.31, with an estimated average price of $39.44. The stock is now traded at around $51.90. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,500 shares as of .

Baldwin Investment Management, LLC initiated holding in Ctrip.com International Ltd. The purchase prices were between $26.96 and $43.69, with an estimated average price of $34.89. The stock is now traded at around $40.00. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,466 shares as of .

Baldwin Investment Management, LLC initiated holding in First Data Corp. The purchase prices were between $16.21 and $26.27, with an estimated average price of $23.66. The stock is now traded at around $25.33. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,900 shares as of .

Baldwin Investment Management, LLC initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $49.11. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,900 shares as of .

Baldwin Investment Management, LLC initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $50.19 and $56.11, with an estimated average price of $53.44. The stock is now traded at around $57.31. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,900 shares as of .

Baldwin Investment Management, LLC added to a holding in Constellation Brands Inc by 111.36%. The purchase prices were between $150.94 and $175.33, with an estimated average price of $168.34. The stock is now traded at around $203.23. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,140 shares as of .

Baldwin Investment Management, LLC added to a holding in NVIDIA Corp by 88.79%. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $168.82. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,655 shares as of .

Baldwin Investment Management, LLC added to a holding in Raytheon Co by 38.28%. The purchase prices were between $149.79 and $187.29, with an estimated average price of $174.03. The stock is now traded at around $180.24. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,335 shares as of .

Baldwin Investment Management, LLC added to a holding in United Technologies Corp by 29.49%. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $137.19. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,915 shares as of .

Baldwin Investment Management, LLC added to a holding in Vulcan Materials Co by 21.97%. The purchase prices were between $96.59 and $118.4, with an estimated average price of $107.91. The stock is now traded at around $128.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,995 shares as of .

Baldwin Investment Management, LLC sold out a holding in Shire PLC. The sale prices were between $172.15 and $179.2, with an estimated average price of $176.08.

Baldwin Investment Management, LLC sold out a holding in Qualcomm Inc. The sale prices were between $49.4 and $58, with an estimated average price of $54.01.

Baldwin Investment Management, LLC sold out a holding in Facebook Inc. The sale prices were between $131.09 and $173.37, with an estimated average price of $158.51.

Baldwin Investment Management, LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.

Baldwin Investment Management, LLC sold out a holding in Invesco DB Commodity Index Tracking Fund. The sale prices were between $14.53 and $16.16, with an estimated average price of $15.65.

Baldwin Investment Management, LLC reduced to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 26.87%. The sale prices were between $34.36 and $41.04, with an estimated average price of $38.11. The stock is now traded at around $42.84. The impact to a portfolio due to this sale was -0.08%. Baldwin Investment Management, LLC still held 19,210 shares as of .