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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.02%
+1,749
227
$114K 0.02%
+1,000
228
$109K 0.02%
+1,011
229
$109K 0.02%
670
-6,691
230
$109K 0.02%
12,850
-2,000
231
$107K 0.02%
+2,625
232
$107K 0.02%
+2,900
233
$105K 0.02%
+850
234
$103K 0.02%
+3,650
235
$103K 0.02%
+7,400
236
$101K 0.02%
5,900
-4,500
237
$101K 0.02%
+1,628
238
$100K 0.02%
+3,655
239
$100K 0.02%
+2,930
240
$100K 0.02%
+1,647
241
$95K 0.02%
+2,420
242
$95K 0.02%
+7,000
243
$93K 0.02%
3,273
-60,689
244
$92K 0.02%
+2,312
245
$91K 0.02%
+902
246
$90K 0.02%
+3,936
247
$89K 0.02%
+6,000
248
$89K 0.02%
+2,500
249
$89K 0.02%
5,333
+1,666
250
$89K 0.02%
+7,800
8 9
10
11 12