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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.01%
965
227
$107K 0.01%
2,733
+69
228
$107K 0.01%
13,388
229
$106K 0.01%
8,500
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230
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2,500
231
$99K 0.01%
268
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232
$99K 0.01%
11,441
233
$94K 0.01%
+1,000
234
$94K 0.01%
3,675
235
$93K 0.01%
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236
$89K 0.01%
3,300
237
$87K 0.01%
2,000
238
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820
239
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240
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241
$84K 0.01%
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242
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700
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243
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160
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248
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249
$78K 0.01%
345
250
$78K 0.01%
100
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10
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