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
351
$26K ﹤0.01%
975
+575
352
$26K ﹤0.01%
+200
353
$25K ﹤0.01%
400
354
$25K ﹤0.01%
700
355
$24K ﹤0.01%
1,500
356
$23K ﹤0.01%
333
357
$23K ﹤0.01%
500
358
$23K ﹤0.01%
275
-14
359
$22K ﹤0.01%
734
+78
360
$22K ﹤0.01%
1,500
361
$22K ﹤0.01%
850
-1,597
362
$22K ﹤0.01%
1,000
363
$21K ﹤0.01%
1,000
364
$21K ﹤0.01%
+286
365
$21K ﹤0.01%
2,013
+213
366
$21K ﹤0.01%
+380
367
$21K ﹤0.01%
500
368
$20K ﹤0.01%
1,500
369
$20K ﹤0.01%
750
370
$19K ﹤0.01%
1,000
371
$19K ﹤0.01%
50
-100
372
$19K ﹤0.01%
280
373
$19K ﹤0.01%
430
374
$19K ﹤0.01%
192
375
$19K ﹤0.01%
250
13 14
15
16 17