BI

Baldwin Investment Management, LLC

13F
Baldwin Investment Management, LLC
Last update 2024-11-14 213 Stocks (12 new)
Value $798.00 Mil Turnover 50 %
Countries:
Top Holdings: BRK.A(48.34%)MSFT(2.20%)AAPL(2.15%)NVDA(1.84%)AVGO(1.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Baldwin Investment Management,... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A 		Berkshire Hathaway Inc
55,800
385678.440
+9,900.00%
48.340
+47.86%
3.880
-3.70%
-2.21%
957722.614
Insurance
MSFT 		Microsoft Corp
40,829
17568.720
+2.52%
2.200
+0.05%
0.000
-0.08%
-1.50%
3074992.339
Software
AAPL 		Apple Inc
73,567
17141.190
-0.48%
2.150
-0.01%
0.000
+1.56%
-7.82%
3490849.675
Hardware
NVDA 		NVIDIA Corp
120,981
14691.920
+5.57%
1.840
+0.10%
0.000
-1.76%
-1.39%
3229741.200
Semiconductors
AVGO 		Broadcom Inc
81,378
14037.740
-1.10%
1.760
-0.02%
0.000
+24.38%
-2.90%
1054561.386
Semiconductors
JPM 		JPMorgan Chase & Co
51,922
10948.330
-1.63%
1.370
-0.02%
0.000
+9.75%
+1.78%
683536.502
Banks
BRK.B 		Berkshire Hathaway Inc
19,904
9161.020
-3.76%
1.150
-0.04%
0.000
-3.54%
-2.07%
957847.108
Insurance
COST 		Costco Wholesale Corp
9,855
8736.440
-2.16%
1.090
-0.03%
0.000
+4.38%
+1.14%
410038.263
Retail - Defensive
LRCX 		Lam Research Corp
102,490
8364.070
+1.35%
1.050
+0.01%
0.000
-10.72%
+2.14%
95073.155
Semiconductors
AMZN 		Amazon.com Inc
42,135
7851.020
+15.49%
0.980
+0.13%
0.000
+15.62%
-0.49%
2283641.680
Retail - Cyclical

Baldwin Investment Management, LLC's Historical Top Holdings Breakdowns

Baldwin Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2024-09-30Add
+47.86%
●
610460 ($663906) 715910
$665,579.51
0.25%
Add 9900%
55,800
55,242
BRK.A 		Berkshire Hathaway Inc2024-03-31Reduce
-0.42%
●
545250 ($593888) 634440
$665,579.51
12.07%
Reduce -0.88%
561
-5
EVA 		Enviva Inc2023-03-31Sold Out
-0.39%
●
27.09 ($40.8) 51.14
$0
-100.00%
Sold Out
0
-40,275
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.35%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-9,702
XOM 		Exxon Mobil Corp2024-06-30Add
+0.35%
●
108.36 ($116.47) 122.2
$109.12
-6.31%
Add 79.69%
49,858
22,112
PANW 		Palo Alto Networks Inc2023-03-31New Buy
+0.26%
●
67.1 ($84.74) 99.87
$167.24
97.36%
New holding
14,514
7,257
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.26%
●
598160 ($616494) 634030
$665,579.51
7.96%
Reduce -0.53%
558
-3
GFS 		GLOBALFOUNDRIES Inc2023-12-31Reduce
-0.24%
●
48.85 ($55.42) 62.24
$40.15
-27.55%
Reduce -65.65%
12,640
-24,161
BWA 		BorgWarner Inc2024-03-31New Buy
+0.23%
●
30.16 ($32.71) 35.94
$31.26
-4.43%
New holding
48,440
48,440
SPGI 		S&P Global Inc2023-03-31Add
+0.23%
●
324.79 ($351.94) 383.16
$479.68
36.29%
Add 104.49%
7,378
3,770

Baldwin Investment Management, LLC Total Holding History ($B)

To

Baldwin Investment Management, LLC's Asset Allocation

To

Baldwin Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Baldwin Investment Management, LLC's Hypothetical Growth since 2024-09-30

Baldwin Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Baldwin Investment Management, LLC's Holdings Heat Map

Size field:

Baldwin Investment Management, LLC's Holdings Bubble Chart

Baldwin Investment Management, LLC News

  • 1

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