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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K ﹤0.01%
505
-325
352
$28K ﹤0.01%
362
353
$28K ﹤0.01%
450
354
$28K ﹤0.01%
480
355
$28K ﹤0.01%
2,094
356
$28K ﹤0.01%
+635
357
$27K ﹤0.01%
400
358
$27K ﹤0.01%
555
359
$27K ﹤0.01%
900
360
$26K ﹤0.01%
400
361
$26K ﹤0.01%
1,033
362
$26K ﹤0.01%
2,450
363
$25K ﹤0.01%
325
-5,090
364
$25K ﹤0.01%
500
365
$25K ﹤0.01%
400
-150
366
$24K ﹤0.01%
660
367
$24K ﹤0.01%
145
368
$24K ﹤0.01%
201
369
$24K ﹤0.01%
500
370
$24K ﹤0.01%
2,500
371
$24K ﹤0.01%
2,247
372
$24K ﹤0.01%
944
373
$23K ﹤0.01%
287
374
$23K ﹤0.01%
+231
375
$22K ﹤0.01%
1,500
13 14
15
16 17