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
326
$33K 0.01%
572
-177
327
$33K 0.01%
3,100
+1,100
328
$33K 0.01%
1,650
329
$32K 0.01%
2,697
-450
330
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634
331
$32K 0.01%
252
332
$32K 0.01%
587
333
$31K 0.01%
330
334
$31K 0.01%
500
335
$30K 0.01%
1,000
336
$30K 0.01%
+440
337
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450
338
$30K 0.01%
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339
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340
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341
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342
$29K 0.01%
300
343
$28K 0.01%
1,218
344
$28K 0.01%
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+150
345
$27K ﹤0.01%
1,404
346
$27K ﹤0.01%
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347
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1,080
348
$27K ﹤0.01%
488
349
$26K ﹤0.01%
150
350
$26K ﹤0.01%
2,000
12 13
14
15 16