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
$551M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.9M
3
+$12.1M
4
NLSN
Nielsen Holdings plc
NLSN
+$7.89M
5
HAS icon
Hasbro
HAS
+$7.74M

Top Sells

1
+$8.95M
2
+$6.77M
3
+$5.59M
4
WFC icon
Wells Fargo
WFC
+$3.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.72M

Sector Composition

1 Financials 14.09%
2 Healthcare 12.96%
3 Consumer Discretionary 11.14%
4 Energy 10.7%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K ﹤0.01%
1,264
+264
377
$21K ﹤0.01%
423
378
$21K ﹤0.01%
488
379
$21K ﹤0.01%
289
-2,743
380
$21K ﹤0.01%
+232
381
$21K ﹤0.01%
+356
382
$20K ﹤0.01%
172
-975
383
$20K ﹤0.01%
+360
384
$20K ﹤0.01%
656
385
$20K ﹤0.01%
175
-1,210
386
$20K ﹤0.01%
333
387
$19K ﹤0.01%
500
388
$19K ﹤0.01%
1,500
389
$19K ﹤0.01%
1,500
390
$19K ﹤0.01%
500
391
$18K ﹤0.01%
+244
392
$18K ﹤0.01%
750
393
$18K ﹤0.01%
278
394
$18K ﹤0.01%
+750
395
$18K ﹤0.01%
343
396
$17K ﹤0.01%
+228
397
$17K ﹤0.01%
1,800
398
$17K ﹤0.01%
1,500
399
$17K ﹤0.01%
250
400
$17K ﹤0.01%
319
-2,315
14 15
16
17 18