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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$4.96M
2 +$3.63M
3 +$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1 +$11.1M
2 +$2.28M
3 +$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-47,696