BALDWIN BROTHERS INC/MA
RIA/Wealth
BALDWIN BROTHERS INC/MA is a RIA/Wealth based in Marion, MA led by William W. Klein, reporting $2.5B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
CIOWilliam W. Klein
- Portfolio Value
- $1.5B
- Positions
- 233
- Top Holding
- AAPL at 6.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BALDWIN BROTHERS INC/MA's portfolio (44% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $99.0M | 6.45% | -$1.4M Sold | 0.00% 388.9K shares | |
Software - Infrastructure Technology | $87.1M | 5.67% | -$1.6M Sold | 0.00% 168.1K shares | |
Internet Content & Information Communication Services | $85.7M | 5.58% | -$1.3M Sold | 0.00% 352.5K shares | |
Semiconductors Technology | $81.7M | 5.32% | -$1.9M Sold | 0.00% 437.8K shares | |
ETF ETF | $76.0M | 4.95% | +$3.2M Bought | — 1.4M shares | |
Specialty Retail Consumer Cyclical | $74.5M | 4.86% | -$972.5K Sold | 0.00% 339.5K shares | |
ETF ETF | $49.3M | 3.21% | -$1.5M Sold | — 443.4K shares | |
Financial - Credit Services Financial Services | $41.5M | 2.70% | -$836.0K Sold | 0.01% 121.5K shares | |
Semiconductors Technology | $40.1M | 2.62% | -$983.7K Sold | 0.03% 37.2K shares | |
Asset Management Financial Services | $40.0M | 2.60% | -$672.1K Sold | 0.03% 234.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BALDWIN BROTHERS INC/MA's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+100.0% | |
+64.91% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-84.73% | |
-82.59% | |
-82.03% | |
-80.47% |
Analytics
Portfolio insights and performance metrics for BALDWIN BROTHERS INC/MA
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