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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87K 0.01%
830
+500
252
$87K 0.01%
1,097
253
$85K 0.01%
10,000
254
$83K 0.01%
1,445
-202
255
$82K 0.01%
1,266
256
$82K 0.01%
+900
257
$82K 0.01%
8,000
258
$80K 0.01%
1,909
+300
259
$78K 0.01%
944
260
$77K 0.01%
19,651
261
$77K 0.01%
962
262
$76K 0.01%
1,512
263
$76K 0.01%
1,926
-214
264
$75K 0.01%
498
265
$73K 0.01%
1,501
266
$71K 0.01%
1,653
-496
267
$70K 0.01%
12,500
268
$69K 0.01%
450
-154
269
$67K 0.01%
1,300
270
$66K 0.01%
500
-104
271
$66K 0.01%
5,000
+1,000
272
$64K 0.01%
783
-42
273
$64K 0.01%
7,000
274
$62K 0.01%
900
275
$61K 0.01%
500
+325
9 10
11
12 13