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
$679M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$5.02M
3 +$2.93M
4
SUNE
SUNEDISON, INC COM
SUNE
+$2.77M
5
MU icon
Micron Technology
MU
+$2.24M

Top Sells

1 +$8.17M
2 +$7.73M
3 +$2.58M
4
MTX icon
Minerals Technologies
MTX
+$2.42M
5
AGN
Allergan Inc
AGN
+$2.33M

Sector Composition

1 Technology 12.96%
2 Energy 12.96%
3 Financials 11.71%
4 Industrials 11.67%
5 Healthcare 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,245