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
276
$68K 0.01%
+1,806
277
$67K 0.01%
1,405
278
$64K 0.01%
498
279
$63K 0.01%
+761
280
$62K 0.01%
2,000
281
$62K 0.01%
7,000
282
$61K 0.01%
+1,501
283
$61K 0.01%
215
-25
284
$61K 0.01%
2,000
285
$60K 0.01%
900
286
$60K 0.01%
+4,335
287
$59K 0.01%
664
-1,064
288
$59K 0.01%
+2,139
289
$58K 0.01%
1,170
290
$56K 0.01%
+1,954
291
$55K 0.01%
767
292
$54K 0.01%
150
-125
293
$54K 0.01%
2,200
294
$54K 0.01%
1,050
295
$53K 0.01%
825
296
$53K 0.01%
600
297
$53K 0.01%
+2,895
298
$53K 0.01%
+1,250
299
$52K 0.01%
167
300
$51K 0.01%
+490
10 11
12
13 14