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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.02%
913
227
$107K 0.02%
2,250
228
$107K 0.02%
660
229
$105K 0.02%
5,333
230
$104K 0.02%
6,000
231
$104K 0.02%
2,328
-237
232
$104K 0.02%
5,450
-1,600
233
$103K 0.02%
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-205
234
$102K 0.02%
1,632
+1,060
235
$101K 0.02%
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236
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237
$99K 0.02%
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238
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239
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240
$93K 0.02%
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241
$92K 0.02%
761
242
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243
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246
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247
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248
$89K 0.01%
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249
$88K 0.01%
2,100
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250
$88K 0.01%
100
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10
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