Portfolio (Quarterly)
Guide ↗
Baldwin Investment Management, LLC
· CIK 0001346378| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil Corporation | Energy | 55,219 | $9.4M | 1.09% | SOLD |
| 2 | HON | Honeywell International | Industrials | 5,975 | $1.4M | 0.16% | SOLD |
| 3 | ZS | Zscaler Inc | Technology | 6,887 | $966K | 0.11% | SOLD |
| 4 | VMC | Vulcan Materials Company | Basic Materials | 3,238 | $882K | 0.10% | SOLD |
| 5 | BSX | Boston Scientific Corp | Healthcare | 11,035 | $692K | 0.08% | SOLD |
| 6 | UBER | Uber Technologies Inc | Technology | 6,863 | $494K | 0.06% | SOLD |
| 7 | CBT | Cabot Corporation | Basic Materials | 5,230 | $394K | 0.05% | SOLD |
| 8 | EXP | Eagle Materials Inc | Basic Materials | 1,800 | $341K | 0.04% | SOLD |
| 9 | TOST | Toast Inc | Technology | 8,450 | $224K | 0.03% | SOLD |
Sector Allocation
Technology
35.5%
Financial Services
13.9%
Healthcare
12.4%
Industrials
11.4%
Consumer Cyclical
7.7%
Communication Services
5.6%
Consumer Defensive
4.5%
Energy
3.5%
Basic Materials
2.4%
Utilities
2.2%