Baldwin Brothers LLC Portfolio Holdings
Baldwin Brothers LLC
- $1.43 Billion
- Q3 2024
Baldwin Brothers LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 1161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.5M, Microsoft Corp with a value of $81.4M, Amazon Com Inc with a value of $65.3M, Nvidia Corp with a value of $62.2M, and Alphabet Inc. with a value of $59.4M.
Examining the 13F form we can see an increase of $159M in the current position value, from $1.27B to 1.43B.
Below you can find more details about Baldwin Brothers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
Technology: $400 Million
ETFs: $187 Million
Financial Services: $182 Million
Healthcare: $135 Million
Industrials: $133 Million
Consumer Defensive: $103 Million
Consumer Cyclical: $91.8 Million
Communication Services: $77.8 Million
Other: $120 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,161
- Current Value $1.43 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 386 stocks
- Additional Purchases 249 stocks
- Sold out of 0 stocks
- Reduced holdings in 164 stocks