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BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.38B
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$1.38B
AUM Growth
-$187M
(-12%)
Holding
259
Top Buys
| 1 | +$10.8M | |
| 2 | +$7.68M | |
| 3 | +$6.05M | |
| 4 |
BASG
Brown Advisory Sustainable Growth ETF
BASG
|
+$4.81M |
| 5 |
Ares Capital
ARCC
|
+$3.82M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$13.6M | |
| 3 | +$12.5M | |
| 4 |
Sherwin-Williams
SHW
|
+$12.4M |
| 5 |
Microsoft
MSFT
|
+$7.5M |
Sector Composition
| 1 | Technology | 26.71% |
| 2 | Financials | 11.01% |
| 3 | Industrials | 7.89% |
| 4 | Communication Services | 7.45% |
| 5 | Consumer Discretionary | 7.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimberly-Clark
KMB
$34.2B
| – | – |
-5,282
|
|
||
252
Cohen & Steers Duration Preferred & Income Fund
LDP
$604M
| – | – |
-50,393
|
|
||
253
Moody's
MCO
$79.3B
| – | – |
-657
|
|
||
254
Nu Holdings
NU
$60.4B
| – | – |
-66,383
|
|
||
|
NVO
255
Novo Nordisk
NVO
$195B
| – | – |
-23,036
|
|
||
256
Ollie's Bargain Outlet
OLLI
$5.14B
| – | – |
-1,977
|
|
||
257
Progressive
PGR
$119B
| – | – |
-2,770
|
|
||
258
PayPal
PYPL
$37.5B
| – | – |
-6,859
|
|
||
259
Spotify
SPOT
$98.7B
| – | – |
-570
|
|