Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 07-12-2024 | 06-30-2024 | 854 | 1,283,652,411 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 151 | $512,909 | 760 | 0.00 | 0.00 | -30 | -3.80 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 152 | $505,248 | 2,770 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CVS HEALTH CORP | COM | 153 | $505,081 | 8,552 | 0.00 | 0.00 | -1,894 | -18.13 | 06-30-2024 |
| THE TRADE DESK INC | COM CL A | 154 | $497,140 | 5,090 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
