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  Name: BALDWIN INVESTMENT MANAGEMENT LLC
  City: WEST CONSHOHOCKEN
  State: PA
  Zip: 19428
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $737,292,000
  Total Value Change : $97,525,000
  Securities Held Change : 6
   
All Securities Held : 209
  New Positions : 16
  Closed Positions : 10
  Increased Positions : 104
  Unchanged Positions : 35
  Decreased Positions : 54

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BWA)1 Year Chart         BWA Borgwarner Inc 69 New $32.44 $1,683,000 48,440 0.23% 1,683,000 48,440 0.02    Auto Parts
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 121 New $91.48 $806,000 9,869 0.11% 806,000 9,869 0.003    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 127 New $46.71 $750,000 15,231 0.1% 750,000 15,231 0.001    Closed - End Fund - Debt
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 161 New $87.73 $447,000 4,770 0.06% 447,000 4,770 0.005    N/A
   (WYNN)1 Year Chart         WYNN Wynn Resorts Ltd 163 New $88.80 $422,000 4,126 0.06% 422,000 4,126 0.004    Gambling/Resorts
   (DELL)1 Year Chart         DELL Dell Technologies Inc 172 New $134.98 $371,000 3,253 0.05% 371,000 3,253 0.001    N/A
   (WELL)1 Year Chart         WELL Welltower Inc 184 New $104.04 $309,000 3,310 0.04% 309,000 3,310 0.002    REIT - Healthcare Fac...
   (TCK)1 Year Chart         TCK Teck Resources Ltd 195 New $47.76 $251,000 5,485 0.03% 251,000 5,485 0.001    Industrial Metals & M...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 201 New $160.19 $220,000 1,348 0.03% 220,000 1,348 0    Closed - End Fund - E...
   (VLO)1 Year Chart         VLO Valero Energy Corp 202 New $150.07 $215,000 1,260 0.03% 215,000 1,260 0    Oil & Gas Refining, P...
   (SYLD)1 Year Chart         SYLD Cambria Shareholder Yield 203 New $0.00 $207,000 2,819 0.03% 207,000 2,819 0.006    N/A
   (CDW)1 Year Chart         CDW Cdw Corp 204 New $223.19 $205,000 800 0.03% 205,000 800 0.001    Catalog & Mail Order ...
   (TGT)1 Year Chart         TGT Target Corp 205 New $141.16 $204,000 1,151 0.03% 204,000 1,151 0    Discount, Variety Stores
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 206 New $246.93 $201,000 770 0.03% 201,000 770 0.001    Closed - End Fund - E...
   (CCL)1 Year Chart         CCL Carnival Corp 207 New $15.34 $165,000 10,100 0.02% 165,000 10,100 0.001    Sporting and Park Ent...
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 208 New $0.00 $130,000 11,900 0.02% 130,000 11,900 0.001    N/A
      16 Records Found
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