BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$790K
4
DHR icon
Danaher
DHR
+$470K
5
SAP icon
SAP
SAP
+$350K

Top Sells

1
+$12.5M
2
+$10.8M
3
+$3.94M
4
ADI icon
Analog Devices
ADI
+$2.99M
5
AMZN icon
Amazon
AMZN
+$1.74M

Sector Composition

1 Technology 28.21%
2 Financials 12.75%
3 Healthcare 8.04%
4 Industrials 7.42%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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229
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230
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231
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-847
232
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233
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-1,676
234
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235
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-5,784
236
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-5,000
237
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-407
238
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-1,200
6 7 8 9
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