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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$110K 0.01%
2,900
252
$105K 0.01%
820
253
$104K 0.01%
765
254
$104K 0.01%
5,000
+1,000
255
$101K 0.01%
1,500
+250
256
$100K 0.01%
1,356
+1,106
257
$99K 0.01%
+25,000
258
$98K 0.01%
430
259
$97K 0.01%
625
260
$97K 0.01%
+1,000
261
$97K 0.01%
2,139
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262
$96K 0.01%
8,500
263
$96K 0.01%
2,000
264
$95K 0.01%
1,000
265
$93K 0.01%
827
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266
$93K 0.01%
10,000
267
$92K 0.01%
+2,011
268
$91K 0.01%
1,394
269
$90K 0.01%
1,000
270
$89K 0.01%
1,445
271
$88K 0.01%
1,175
-113,477
272
$87K 0.01%
366
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273
$87K 0.01%
400
274
$87K 0.01%
235
-88
275
$87K 0.01%
2,000
9 10
11
12 13