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
351
$28K 0.01%
280
352
$28K 0.01%
319
+224
353
$28K 0.01%
450
354
$27K ﹤0.01%
2,000
355
$27K ﹤0.01%
2,840
356
$26K ﹤0.01%
+1,525
357
$26K ﹤0.01%
682
+452
358
$25K ﹤0.01%
+1,000
359
$25K ﹤0.01%
200
-1,545
360
$25K ﹤0.01%
400
361
$24K ﹤0.01%
1,404
362
$24K ﹤0.01%
+16
363
$23K ﹤0.01%
1,000
364
$23K ﹤0.01%
150
365
$23K ﹤0.01%
700
366
$22K ﹤0.01%
+2,000
367
$22K ﹤0.01%
+900
368
$22K ﹤0.01%
1,000
369
$22K ﹤0.01%
100
370
$22K ﹤0.01%
307
-124,904
371
$22K ﹤0.01%
+882
372
$22K ﹤0.01%
1,000
373
$22K ﹤0.01%
280
-3,220
374
$22K ﹤0.01%
1,500
375
$22K ﹤0.01%
+324
13 14
15
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