BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+3.12%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$842M
AUM Growth
+$46.5M
(+5.9%)
Cap. Flow
+$29.2M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
38.24%
Holding
645
New
88
Increased
140
Reduced
98
Closed
17
Top Buys
| 1 |
Target
TGT
|
+$8.77M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$5.77M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$4.93M |
| 4 |
Adobe
ADBE
|
+$2.86M |
| 5 |
Waste Management
WM
|
+$2.7M |
Top Sells
| 1 |
Consolidated Edison
ED
|
+$8.5M |
| 2 |
Leidos
LDOS
|
+$3.12M |
| 3 |
MXIM
Maxim Integrated Products
MXIM
|
+$1.69M |
| 4 |
Idexx Laboratories
IDXX
|
+$1.49M |
| 5 |
Horace Mann Educators
HMN
|
+$1.32M |
Sector Composition
| 1 | Technology | 17.88% |
| 2 | Financials | 15.2% |
| 3 | Healthcare | 13.02% |
| 4 | Communication Services | 9.4% |
| 5 | Consumer Staples | 8.42% |
