Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 04-12-2024 | 03-31-2024 | 767 | 1,327,617,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 151 | $547,898 | 1,891 | 0.00 | 0.00 | -960 | -33.67 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 152 | $540,072 | 2,078 | 0.00 | 0.00 | 1,729 | 495.42 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 153 | $509,375 | 2,770 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 154 | $504,014 | 9,294 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
