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
276
$60K 0.01%
7,000
277
$60K 0.01%
825
278
$59K 0.01%
1,954
279
$59K 0.01%
2,750
280
$58K 0.01%
2,164
281
$57K 0.01%
1,050
282
$57K 0.01%
1,405
283
$57K 0.01%
150
284
$56K 0.01%
4,335
285
$56K 0.01%
3,500
+500
286
$56K 0.01%
600
287
$54K 0.01%
3,360
288
$54K 0.01%
3,000
-750
289
$53K 0.01%
900
-950
290
$53K 0.01%
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291
$53K 0.01%
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292
$53K 0.01%
2,200
293
$53K 0.01%
900
294
$51K 0.01%
664
295
$51K 0.01%
490
296
$51K 0.01%
+4,000
297
$49K 0.01%
571
298
$47K 0.01%
525
299
$46K 0.01%
1,500
300
$45K 0.01%
431
10 11
12
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