Baldwin Investment Management, LLC Portfolio Holdings
Baldwin Investment Management, LLC
- $810 Million
- Q1 2025
Baldwin Investment Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $810 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $444M, Apple Inc. with a value of $16M, Nvidia Corp with a value of $13.7M, Broadcom Inc. with a value of $13.2M, and Microsoft Corp with a value of $12.4M.
Examining the 13F form we can see an increase of $445M in the current position value, from $365M to 810M.
Below you can find more details about Baldwin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$810 Million
Financial Services: $505 Million
Technology: $87.8 Million
Healthcare: $55.6 Million
Industrials: $33.4 Million
Consumer Cyclical: $31.9 Million
ETFs: $25.4 Million
Consumer Defensive: $20.1 Million
Energy: $20 Million
Other: $31.7 Million