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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$49K 0.01%
1,520
302
$49K 0.01%
200
303
$48K 0.01%
350
304
$46K 0.01%
400
305
$46K 0.01%
1,475
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306
$45K 0.01%
547
307
$45K 0.01%
511
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308
$45K 0.01%
1,955
309
$43K 0.01%
2,148
310
$42K 0.01%
3,000
311
$42K 0.01%
434
312
$42K 0.01%
380
313
$42K 0.01%
750
314
$42K 0.01%
712
-323
315
$42K 0.01%
1,509
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316
$42K 0.01%
960
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317
$41K 0.01%
3,200
318
$41K 0.01%
350
319
$41K 0.01%
300
320
$41K 0.01%
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321
$41K 0.01%
175
322
$40K 0.01%
225
323
$39K 0.01%
+2,780
324
$39K 0.01%
192
325
$39K 0.01%
2,000
11 12
13
14 15