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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.86M
3
+$6.79M
4
JPM icon
JPMorgan Chase
JPM
+$3.07M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$3.31M
2
+$2M
3
+$1.9M
4
KSU
Kansas City Southern
KSU
+$1.87M
5
FRC.PRA.CL
First Republic Bank
FRC.PRA.CL
+$1.72M

Sector Composition

1 Energy 16.48%
2 Technology 10.09%
3 Financials 9.46%
4 Healthcare 9.3%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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229
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231
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232
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-14,649
233
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-9,668
234
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235
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-6,000
236
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238
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239
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-6,250
240
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241
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242
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6 7 8 9
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