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
276
$61K 0.01%
1,170
277
$60K 0.01%
3,000
278
$60K 0.01%
3,500
279
$59K 0.01%
2,000
280
$57K 0.01%
3,360
281
$57K 0.01%
2,750
282
$57K 0.01%
480
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283
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284
$56K 0.01%
600
285
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655
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286
$56K 0.01%
490
287
$55K 0.01%
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288
$54K 0.01%
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289
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571
290
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431
291
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1,500
292
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293
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294
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295
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296
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525
298
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299
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400
300
$44K 0.01%
4,500
10 11
12
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