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
301
$50K 0.01%
431
-300
302
$50K 0.01%
1,500
303
$50K 0.01%
2,000
304
$49K 0.01%
+3,360
305
$48K 0.01%
571
306
$46K 0.01%
400
307
$45K 0.01%
260
-329
308
$45K 0.01%
850
-100
309
$45K 0.01%
+1,379
310
$44K 0.01%
749
-3,800
311
$44K 0.01%
2,164
312
$44K 0.01%
+3,000
313
$42K 0.01%
3,005
314
$42K 0.01%
635
-365
315
$42K 0.01%
250
316
$42K 0.01%
4,000
+2,000
317
$41K 0.01%
443
318
$41K 0.01%
300
-290
319
$40K 0.01%
700
320
$38K 0.01%
990
321
$38K 0.01%
+815
322
$37K 0.01%
1,536
-399
323
$37K 0.01%
480
324
$36K 0.01%
525
-979
325
$36K 0.01%
+2,753
11 12
13
14 15