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
$551M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.9M
3
+$12.1M
4
NLSN
Nielsen Holdings plc
NLSN
+$7.89M
5
HAS icon
Hasbro
HAS
+$7.74M

Top Sells

1
+$8.95M
2
+$6.77M
3
+$5.59M
4
WFC icon
Wells Fargo
WFC
+$3.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.72M

Sector Composition

1 Financials 14.09%
2 Healthcare 12.96%
3 Consumer Discretionary 11.14%
4 Energy 10.7%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86K 0.02%
1,256
+506
252
$86K 0.02%
+705
253
$85K 0.02%
5,800
254
$83K 0.02%
1,300
-145
255
$83K 0.02%
2,320
256
$83K 0.02%
100
257
$82K 0.01%
19,500
-18,000
258
$82K 0.01%
604
+154
259
$80K 0.01%
+5,500
260
$80K 0.01%
2,539
261
$77K 0.01%
8,000
262
$75K 0.01%
1,266
263
$75K 0.01%
+1,609
264
$74K 0.01%
12,500
265
$73K 0.01%
3,750
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266
$73K 0.01%
4,000
267
$73K 0.01%
+380
268
$72K 0.01%
+944
269
$72K 0.01%
604
270
$70K 0.01%
4,270
271
$69K 0.01%
2,750
272
$69K 0.01%
2,059
-8,258
273
$68K 0.01%
+1,512
274
$68K 0.01%
+372
275
$68K 0.01%
962
-165
9 10
11
12 13