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
$486M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.8M
3
+$2.56M
4
ST icon
Sensata Technologies
ST
+$1.92M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$1.68M

Top Sells

1
+$7.82M
2
+$3.59M
3
+$3.41M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Financials 14.55%
2 Healthcare 14.38%
3 Technology 12.3%
4 Energy 11.84%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
+200
377
$13K ﹤0.01%
232
378
$13K ﹤0.01%
250
379
$13K ﹤0.01%
400
-11,460
380
$13K ﹤0.01%
360
-19,015
381
$12K ﹤0.01%
450
382
$12K ﹤0.01%
125
-4,178
383
$12K ﹤0.01%
+224
384
$12K ﹤0.01%
540
385
$12K ﹤0.01%
1,000
386
$12K ﹤0.01%
1,500
-78,720
387
$12K ﹤0.01%
1,900
388
$11K ﹤0.01%
400
389
$11K ﹤0.01%
100
390
$11K ﹤0.01%
90
391
$11K ﹤0.01%
+200
392
$11K ﹤0.01%
400
-200
393
$10K ﹤0.01%
125
394
$10K ﹤0.01%
120
395
$10K ﹤0.01%
200
396
$10K ﹤0.01%
350
397
$10K ﹤0.01%
147
-379
398
$10K ﹤0.01%
+387
399
$10K ﹤0.01%
+46
400
$9K ﹤0.01%
129
14 15
16
17 18