baldwin investment management, llc
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Contact Information
baldwin investment management, llc
100 FOUR FALLS CORPORATE CENTER
WEST CONSHOHOCKEN PA 19428
Business Phone: 610-260-1555 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $196,798,597 [1]Prior Market Value: $173,177,981 New Purchases: 15 stocks Additional Purchases: 43 stocks Sold out of: 3 stocks Reduced holdings in: 15 stocks Top 10 Holdings %: 65.34% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Berkshire Hathaway Inc. 57.81% QUALCOMM Incorporated 1.05% Enterprise Products Partners LP 0.96% Thoratec Corp. 0.83% Exxon Mobil Corp. 0.81% Major new positions on 03/31/2013 Stock % of Portfolio ABBVIE INC. 0.36% SeaDrill Limited 0.18% Mindray Medical International Limited 0.15% Novo Nordisk A/S 0.14% PHILLIPS 66 0.13%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio CNOOC Ltd. 0.33% SAP AG 0.16% Ryanair Holdings plc 0.12% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-26 Form 13F-HR 2013-02-07 Form 13F-HR 2012-11-06 Form 13F-HR 2012-07-30 Form 13F-HR 2012-05-18