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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89K 0.02%
+167
252
$88K 0.02%
+1,960
253
$86K 0.02%
1,766
-43,138
254
$84K 0.02%
+2,500
255
$83K 0.01%
+2,265
256
$82K 0.01%
2,887
-33,858
257
$82K 0.01%
+2,250
258
$80K 0.01%
+100
259
$79K 0.01%
+914
260
$79K 0.01%
+2,922
261
$79K 0.01%
+1,000
262
$77K 0.01%
+225
263
$77K 0.01%
+1,400
264
$73K 0.01%
+875
265
$73K 0.01%
+4,270
266
$72K 0.01%
+12,440
267
$72K 0.01%
+943
268
$71K 0.01%
+1,733
269
$70K 0.01%
+8,000
270
$69K 0.01%
+4,650
271
$69K 0.01%
+550
272
$67K 0.01%
+4,000
273
$67K 0.01%
+1,743
274
$66K 0.01%
1,361
-23,843
275
$66K 0.01%
+1,266
9 10
11
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