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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35K 0.01%
252
327
$34K 0.01%
1,128
-21
328
$34K 0.01%
1,650
329
$33K 0.01%
+343
330
$32K 0.01%
450
331
$32K 0.01%
491
-2,767
332
$32K 0.01%
823
333
$31K 0.01%
1,000
334
$31K 0.01%
+1,000
335
$31K 0.01%
100
-115
336
$30K ﹤0.01%
634
337
$30K ﹤0.01%
1,675
338
$29K ﹤0.01%
1,218
339
$29K ﹤0.01%
593
340
$28K ﹤0.01%
1,404
341
$28K ﹤0.01%
150
342
$28K ﹤0.01%
300
343
$28K ﹤0.01%
1,400
344
$28K ﹤0.01%
+800
345
$28K ﹤0.01%
900
346
$27K ﹤0.01%
200
347
$27K ﹤0.01%
500
348
$27K ﹤0.01%
3,100
349
$27K ﹤0.01%
488
350
$26K ﹤0.01%
2,000
12 13
14
15 16