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
326
$36K 0.01%
1,520
327
$36K 0.01%
+1,362
328
$35K 0.01%
+2,000
329
$35K 0.01%
434
330
$35K 0.01%
1,169
331
$34K 0.01%
1,650
332
$34K 0.01%
312
+97
333
$34K 0.01%
+330
334
$34K 0.01%
400
335
$33K 0.01%
252
336
$33K 0.01%
395
-400
337
$32K 0.01%
900
338
$32K 0.01%
3,147
-600
339
$31K 0.01%
2,250
340
$31K 0.01%
1,218
341
$30K 0.01%
500
342
$30K 0.01%
+1,080
343
$30K 0.01%
300
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344
$29K 0.01%
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345
$29K 0.01%
587
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346
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347
$29K 0.01%
2,000
348
$29K 0.01%
634
349
$29K 0.01%
+1,000
350
$28K 0.01%
593
12 13
14
15 16