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Baldwin Brothers

Baldwin Brothers is a fund manager in Marion with $1.18B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133028618
SEC advisor number
801-15418
FINRA CRD number
105343
AUM ?
$1.31B (as of 10 Nov 21)
Accounts
902 (as of 10 Nov 21)
Employees
20 (11 investment advisory or research)
Address
Baldwin Brothers
204 SPRING STREET
MARION
MA 02738
Phone
5087480800
Fund structure AUM Fund type
Baldwin Brothers Inc $1.18B
GROUP8 Ventures LLC $1.12M Venture Capital Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 649 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$55.63M 197.34K 203K -2.8
$53.24M 376.24K 379.28K -0.8
$48.5M 14.77K 15.1K -2.2
$44.2M 16.53K 16.91K -2.2
$34.36M 269.05K 281.7K -4.5
$30.2M 116.07K 122.15K -5.0
$27.34M 234.99K 252.37K -6.9
$25.78M 57.38K 57.95K -1.0
$22.66M 101.71K 102.37K -0.6
$22.2M 282.77K 284.76K -0.7
$19.76M 61.76K 63.45K -2.7
$19.7M 102.14K 105.01K -2.7
$17.89M 319.79K 324.9K -1.6
$17.28M 115.72K 118.12K -2.0
$16.71M 54.89K 55.73K -1.5
$16.6M 72.58K 73.59K -1.4
$15.97M 144.81K 152.71K -5.2
$15.59M 103.64K 107.63K -3.7
$14.36M 87.45K 86.99K +0.5
$14.17M 113.07K 112.27K +0.7
$13.82M 184.04K 183.33K +0.4
$13.47M 68.73K 69.77K -1.5
$13.33M 23.16K 24.07K -3.8
$13.19M 33.88K 34.58K -2.0
$12.85M 237.89K 247.18K -3.8
$12.81M 82.39K 86.89K -5.2
$12.72M 65.01K 67.69K -4.0
$12.19M 62.8K 64.87K -3.2
$12.02M 97.2K 101.49K -4.2
$10.85M 52.03K 54.39K -4.3
$10.72M 50.49K 51.02K -1.0
$9.13M 61.39K 62.38K -1.6
$8.72M 319.55K 319.66K -0.0
$8.36M 51.1K 41.83K +22.2
$7.77M 12.77K 15.05K -15.1
$7.76M 12.82K 12.19K +5.1
$7.72M 2.9K 2.91K -0.5
$7.48M 65.1K 66.08K -1.5
$7.43M 17.24K 17.44K -1.2
$6.64M 156.38K 156.88K -0.3
$6.5M 21.67K 24.47K -11.4
$5.64M 260.77K 260.77K 0
$5.61M 34.72K 34.85K -0.4
$5.37M 32.05K 625 +5028.3
$5.34M 36.06K 35.32K +2.1
$5.33M 40.6K 41.76K -2.8
$5.05M 40.24K 19.91K +102.2
$3.27M 20.73K 21.73K -4.6
$3.09M 4.97K 5.26K -5.6
$2.93M 8.36K 8.36K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings