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
301
$45K 0.01%
443
302
$44K 0.01%
4,500
+500
303
$43K 0.01%
635
304
$42K 0.01%
850
305
$41K 0.01%
400
306
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+1,725
307
$40K 0.01%
480
308
$38K 0.01%
700
309
$38K 0.01%
300
310
$38K 0.01%
2,000
311
$38K 0.01%
250
312
$37K 0.01%
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-20
313
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1,520
314
$37K 0.01%
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315
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316
$36K 0.01%
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317
$36K 0.01%
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$35K 0.01%
815
319
$35K 0.01%
190
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320
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$34K 0.01%
3,005
323
$34K 0.01%
434
324
$34K 0.01%
990
325
$34K 0.01%
900
11 12
13
14 15