BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.02%
1,915
227
$148K 0.02%
+851
228
$145K 0.02%
10,005
229
$138K 0.02%
7,000
-200
230
$113K 0.02%
+1,900
231
$87K 0.01%
29,075
232
$60K 0.01%
10,000
233
$32K ﹤0.01%
667
234
$31K ﹤0.01%
6,280
235
– –
-58,330
236
– –
-52,850
237
– –
-32,347
238
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-5,419
239
– –
-29,941
240
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-2,163
241
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-923
242
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-10,779
243
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-2,325
244
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-19,273
245
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-4,485
246
– –
-9,727
247
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-7,683
248
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-8,344
249
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-22,715
250
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-31,210
7 8 9
10
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