BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.32M
3
+$2.74M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.31M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$13M
2
+$8.42M
3
+$8.05M
4
BX icon
Blackstone
BX
+$4.7M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$3.15M

Sector Composition

1 Healthcare 15.97%
2 Technology 15.06%
3 Financials 14.53%
4 Communication Services 8.56%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
750
302
$41K 0.01%
1,683
+34
303
$41K 0.01%
3,212
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304
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547
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305
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434
306
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300
307
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308
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309
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310
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5,000
311
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312
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2,000
313
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314
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830
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450
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325
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300
11 12
13
14 15