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
$486M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.8M
3
+$2.56M
4
ST icon
Sensata Technologies
ST
+$1.92M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$1.68M

Top Sells

1
+$7.82M
2
+$3.59M
3
+$3.41M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Financials 14.55%
2 Healthcare 14.38%
3 Technology 12.3%
4 Energy 11.84%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.01%
1,935
-2,001
277
$46K 0.01%
4,300
278
$46K 0.01%
571
279
$45K 0.01%
600
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280
$43K 0.01%
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281
$43K 0.01%
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282
$42K 0.01%
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283
$41K 0.01%
250
284
$40K 0.01%
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+400
285
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750
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286
$38K 0.01%
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287
$37K 0.01%
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-63,658
288
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289
$36K 0.01%
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290
$35K 0.01%
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291
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292
$34K 0.01%
434
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293
$33K 0.01%
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294
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295
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252
296
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356
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297
$33K 0.01%
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-650
298
$32K 0.01%
400
299
$32K 0.01%
480
300
$32K 0.01%
283
+58
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