BALDWIN BROTHERS INC/MA 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BB BALDWIN BROTHERS INC/MA | Institutional Filer | ▼ 11.98% | $1.38B | 222 |
Current Portfolio Holdings
Showing all 222 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 352K | $89.4M | 6.49% |
| 2 | GOOGL | Alphabet Inc. | Technology | 294K | $84.4M | 6.13% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | — | 1.5M | $79.0M | 5.74% |
| 4 | NVDA | NVIDIA Corporation | Technology | 450K | $78.5M | 5.70% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 313K | $65.1M | 4.73% |
| 6 | MSFT | Microsoft Corporation | Technology | 150K | $55.4M | 4.02% |
| 7 | TIP | ISHARES TR | — | 394K | $43.5M | 3.16% |
| 8 | KLAC | KLA Corporation | Technology | 27K | $39.1M | 2.84% |
| 9 | GLD | SPDR GOLD TR | — | 86K | $37.0M | 2.69% |
| 10 | V | Visa Inc. | Financial Services | 112K | $33.8M | 2.46% |
| 11 | WM | Waste Management, Inc. | Industrials | 121K | $27.8M | 2.02% |
| 12 | OMFL | INVESCO EXCH TRD SLF IDX FD | — | 439K | $26.4M | 1.92% |
| 13 | IAU | ISHARES GOLD TR | — | 295K | $26.0M | 1.89% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 85K | $24.9M | 1.81% |
| 15 | BX | Blackstone Inc. | Financial Services | 215K | $24.7M | 1.80% |
Showing 1 to 15 of 222 holdings