Baldwin Investment Management, LLC Portfolio Holdings
Baldwin Investment Management, LLC
- $721 Million
- Q2 2024
Baldwin Investment Management, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $721 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $342M, Microsoft Corp with a value of $17.8M, Apple Inc. with a value of $15.6M, Nvidia Corp with a value of $14.2M, and Broadcom Inc. with a value of $13.2M.
Examining the 13F form we can see an decrease of $6.34M in the current position value, from $727M to 721M.
Below you can find more details about Baldwin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$721 Million
Financial Services: $396 Million
Technology: $107 Million
Healthcare: $54.8 Million
Industrials: $33.4 Million
Consumer Cyclical: $32 Million
ETFs: $24.9 Million
Consumer Defensive: $20.6 Million
Energy: $17.6 Million
Other: $33.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 205
- Current Value $721 Million
- Prior Value $727 Million
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 62 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks