BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+3.78%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$554M
AUM Growth
+$2.46M
(+0.45%)
Cap. Flow
-$7.7M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
557
New
18
Increased
61
Reduced
104
Closed
37
Top Buys
| 1 |
Microsoft
MSFT
|
+$9.82M |
| 2 |
JWN
Nordstrom
JWN
|
+$9.4M |
| 3 |
Costco
COST
|
+$7.99M |
| 4 |
Blackstone
BX
|
+$7.38M |
| 5 |
Hasbro
HAS
|
+$5.47M |
Top Sells
| 1 |
Sensata Technologies
ST
|
+$7M |
| 2 |
TEGNA Inc
TGNA
|
+$6.88M |
| 3 |
Amazon
AMZN
|
+$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% |
