Baldwin Investment Management, LLC Portfolio Holdings
Baldwin Investment Management, LLC
- $388 Million
- Q3 2024
Baldwin Investment Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $388 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.6M, Apple Inc. with a value of $17.1M, Nvidia Corp with a value of $14.7M, Broadcom Inc. with a value of $14M, and Jpmorgan Chase & CO with a value of $10.9M.
Examining the 13F form we can see an decrease of $333M in the current position value, from $721M to 388M.
Below you can find more details about Baldwin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$388 Million
Technology: $102 Million
Healthcare: $57.5 Million
Financial Services: $54.9 Million
Industrials: $36 Million
Consumer Cyclical: $35.5 Million
ETFs: $26.5 Million
Consumer Defensive: $21.4 Million
Energy: $17.3 Million
Other: $36.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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