Baldwin Investment Management, LLC Portfolio Holdings
Baldwin Investment Management, LLC
- $365 Million
- Q4 2024
Baldwin Investment Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $365 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $18.4M, Apple Inc. with a value of $18.2M, Nvidia Corp with a value of $15.8M, Microsoft Corp with a value of $13M, and Jpmorgan Chase & CO with a value of $11.3M.
Examining the 13F form we can see an decrease of $22.5M in the current position value, from $388M to 365M.
Below you can find more details about Baldwin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$365 Million
Technology: $99.6 Million
Financial Services: $54 Million
Healthcare: $49.3 Million
Consumer Cyclical: $33 Million
Industrials: $32.8 Million
ETFs: $28.9 Million
Consumer Defensive: $18.1 Million
Energy: $17.2 Million
Other: $32.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 199
- Current Value $365 Million
- Prior Value $388 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 48 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks