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
$554M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$9.4M
3
+$7.99M
4
BX icon
Blackstone
BX
+$7.38M
5
HAS icon
Hasbro
HAS
+$5.47M

Top Sells

1
+$7M
2
+$6.88M
3
+$6.71M
4
NLSN
Nielsen Holdings plc
NLSN
+$6.55M
5
WWAV
The WhiteWave Foods Company
WWAV
+$4.65M

Sector Composition

1 Financials 16.65%
2 Healthcare 12.3%
3 Consumer Discretionary 12.13%
4 Energy 11%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82K 0.01%
2,120
252
$81K 0.01%
+1,185
253
$81K 0.01%
4,000
254
$80K 0.01%
10,000
255
$77K 0.01%
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256
$77K 0.01%
815
257
$76K 0.01%
944
258
$75K 0.01%
2,140
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259
$75K 0.01%
761
260
$72K 0.01%
8,000
261
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604
262
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550
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263
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264
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265
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2,000
268
$66K 0.01%
1,512
269
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215
270
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272
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273
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274
$61K 0.01%
1,501
275
$61K 0.01%
2,139
9 10
11
12 13