Latest BALDWIN BROTHERS INC/MA Stock Portfolio
BALDWIN BROTHERS INC/MA Performance:
2025 Q1: -3.23%YTD: -3.23%2024: 15.67%
Performance for 2025 Q1 is -3.23%, and YTD is -3.23%, and 2024 is 15.67%.
About BALDWIN BROTHERS INC/MA and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BALDWIN WEALTH PARTNERS LLC/MA reported an equity portfolio of $1.4 Billions as of 31 Mar, 2025.
The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, MSFT, . The fund has invested 6.3% of it's portfolio in APPLE INC and 5.3% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ON SEMICONDUCTOR CORP (ON) and SPROUTS FMRS MKT INC (SFM) stocks. They significantly reduced their stock positions in MSCI INC (MSCI), VANGUARD BD INDEX FDS (BIV) and US BANCORP DEL (USB). BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in BERKSHIRE HATHAWAY INC DEL, VANECK ETF TRUST (AFK) and HESS MIDSTREAM LP (HESM). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S, HIMS & HERS HEALTH INC (HIMS) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, MSFT, . The fund has invested 6.3% of it's portfolio in APPLE INC and 5.3% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ON SEMICONDUCTOR CORP (ON) and SPROUTS FMRS MKT INC (SFM) stocks. They significantly reduced their stock positions in MSCI INC (MSCI), VANGUARD BD INDEX FDS (BIV) and US BANCORP DEL (USB). BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in BERKSHIRE HATHAWAY INC DEL, VANECK ETF TRUST (AFK) and HESS MIDSTREAM LP (HESM). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S, HIMS & HERS HEALTH INC (HIMS) and VANGUARD TAX-MANAGED FDS (VEA).
BALDWIN BROTHERS INC/MA Annual Return Estimates Vs S&P 500
Our best estimate is that BALDWIN WEALTH PARTNERS LLC/MA made a return of -3.23% in the last quarter. In trailing 12 months, it's portfolio return was 4.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| berkshire hathaway inc del | 9,507,620 |
| vaneck etf trust | 572,556 |
| hess midstream lp | 253,740 |
| cvs health corp | 247,423 |
| global x fds | 236,700 |
| t-mobile us inc | 234,171 |
| rtx corporation | 222,003 |
| corteva inc | 211,948 |
New stocks bought by BALDWIN BROTHERS INC/MA
Additions
| Ticker | % Inc. |
|---|---|
| novo-nordisk a s | 248 |
| hims & hers health inc | 128 |
| j p morgan exchange traded f | 79.00 |
| vanguard tax-managed fds | 58.73 |
| ishares silver tr | 54.34 |
| cooper cos inc | 44.73 |
| ishares tr | 28.58 |
| grab holdings limited | 26.25 |
Additions to existing portfolio by BALDWIN BROTHERS INC/MA
Reductions
| Ticker | % Reduced |
|---|---|
| msci inc | -95.32 |
| vanguard bd index fds | -86.51 |
| us bancorp del | -53.79 |
| wisdomtree tr | -53.16 |
| telefonaktiebolaget lm erics | -43.76 |
| cisco sys inc | -41.12 |
| natwest group plc | -37.09 |
| spotify technology s a | -35.41 |
BALDWIN BROTHERS INC/MA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| on semiconductor corp | -6,417,820 |
| arcadium lithium plc | -121,437 |
| berkshire hathaway inc del | -8,104,650 |
| global x fds | -211,792 |
| united nat foods inc | -220,282 |
| criteo s a | -241,989 |
| wisdomtree tr | -246,850 |
| wisdomtree tr | -260,712 |
BALDWIN BROTHERS INC/MA got rid off the above stocks
Sector Distribution
BALDWIN WEALTH PARTNERS LLC/MA has about 24.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 24.5 |
| Others | 21.6 |
| Financial Services | 11.8 |
| Industrials | 7.9 |
| Healthcare | 7.9 |
| Consumer Defensive | 6.7 |
| Consumer Cyclical | 6.6 |
| Communication Services | 4.9 |
| Energy | 3.8 |
| Real Estate | 1.7 |
| Utilities | 1.5 |
| Basic Materials | 1.1 |
Market Cap. Distribution
BALDWIN WEALTH PARTNERS LLC/MA has about 77% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 42.8 |
| LARGE-CAP | 34.2 |
| UNALLOCATED | 21.6 |
Stocks belong to which Index?
About 76.7% of the stocks held by BALDWIN WEALTH PARTNERS LLC/MA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.6 |
| Others | 23.3 |
| RUSSELL 2000 | 1.1 |
BALDWIN BROTHERS INC/MA Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BALDWIN BROTHERS INC/MA
BALDWIN WEALTH PARTNERS LLC/MA has 228 stocks in it's portfolio. About 40.5% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AJG was the most profitable stock for BALDWIN WEALTH PARTNERS LLC/MA last quarter.
Last Reported on: 14 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.26 | 401,625 | 89,212,900 | reduced | -0.6 | ||
| AB | alliancebernstein hldg l p | 0.05 | 17,525 | 671,383 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.11 | 7,758 | 1,625,460 | reduced | -2.44 | ||
| ABT | abbott labs | 0.06 | 6,839 | 907,193 | reduced | -7.17 | ||
| ACES | alps etf tr | 0.83 | 228,198 | 11,852,600 | reduced | -5.91 | ||
| ACN | accenture plc ireland | 1.42 | 65,062 | 20,301,900 | added | 2.57 | ||
| ACWV | ishares inc | 0.01 | 10,610 | 159,044 | unchanged | 0.00 | ||
| ADBE | adobe inc | 1.25 | 46,552 | 17,854,100 | added | 2.03 | ||
| ADI | analog devices inc | 1.19 | 83,729 | 16,885,600 | reduced | -2.02 | ||
| ADP | automatic data processing in | 0.23 | 10,944 | 3,343,720 | reduced | -10.54 | ||
| AFK | vaneck etf trust | 0.04 | 12,455 | 572,556 | new | |||
| AGNG | global x fds | 0.02 | 6,000 | 236,700 | new | |||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.04 | 13,070 | 571,290 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.03 | 4,084 | 449,922 | reduced | -18.79 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AJG | gallagher arthur j & co | 1.93 | 79,824 | 27,558,400 | added | 0.19 | ||
| AMD | advanced micro devices inc | 0.03 | 4,529 | 465,309 | reduced | -1.93 | ||
| AMGN | amgen inc | 0.09 | 3,918 | 1,220,650 | reduced | -5.54 | ||