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
351
$25K ﹤0.01%
400
352
$25K ﹤0.01%
682
353
$25K ﹤0.01%
500
354
$24K ﹤0.01%
200
355
$23K ﹤0.01%
16
356
$23K ﹤0.01%
700
357
$23K ﹤0.01%
319
358
$22K ﹤0.01%
100
359
$21K ﹤0.01%
333
360
$21K ﹤0.01%
324
361
$21K ﹤0.01%
500
362
$21K ﹤0.01%
356
363
$21K ﹤0.01%
1,500
364
$21K ﹤0.01%
289
365
$21K ﹤0.01%
172
366
$21K ﹤0.01%
500
367
$21K ﹤0.01%
900
368
$20K ﹤0.01%
1,500
369
$20K ﹤0.01%
280
370
$20K ﹤0.01%
1,000
371
$19K ﹤0.01%
656
372
$19K ﹤0.01%
360
373
$19K ﹤0.01%
1,500
374
$19K ﹤0.01%
228
375
$19K ﹤0.01%
1,000
13 14
15
16 17