BALDWIN BROTHERS INC Overview

Baldwin Brothers Inc is an investment advisor that manages 993.9 MM dollars in regulatory AUM and has 23 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 551MM in positions, representing 55% of the manager's regulatory AUM.

BALDWIN BROTHERS INC StockAlpha

-2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

BALDWIN BROTHERS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 5.64% Cons. Disc. -11.58% -0.77% 0 32%
AAPL 4.41% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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BALDWIN BROTHERS INC Founders and Key Employees

Name Title In Position Since
Michael Baldwin Director/President December-1985
David A. Barrett Vice President/Secretary December-1985
Taylor C. Baldwin Executive Vice President And Chief Compliance Officer February-2013

BALDWIN BROTHERS INC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

BALDWIN BROTHERS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Analysis:

Baldwin Brothers has been providing investment supervisory services for families and private foundations since the 1970s. This includes customized investment policy development, asset allocation, investment strategy implementation and ongoing review, all guided by the long term investment goals. We aim to help clients simplify their investment strategies in an increasingly complex world and provide advice on a range of investment possibilities, including external managers and investments in private companies and real estate. We seek to provide you with access to the best risk/reward and best fit investment products and strategies that the marketplace has to offer. We offer unique investment products which can address macro themes, concerns for the environment, sustainable business practices and global social inequities. Our high touch relationship with our clients allows for a uniq...
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BALDWIN BROTHERS INC Portfolio Concentration

BALDWIN BROTHERS INC Location

204 SPRING STREET
MARION, Massachusetts
UNITED STATES, 02738

BALDWIN BROTHERS INC Contact Information

Phone Number: 508-748-0800
Fax Number: 508-748-0806
Website:

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