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
376
$18K ﹤0.01%
175
377
$18K ﹤0.01%
750
378
$18K ﹤0.01%
400
379
$17K ﹤0.01%
1,000
380
$17K ﹤0.01%
500
381
$17K ﹤0.01%
430
-177,071
382
$17K ﹤0.01%
250
383
$17K ﹤0.01%
250
384
$16K ﹤0.01%
400
385
$16K ﹤0.01%
196
386
$16K ﹤0.01%
1,800
387
$16K ﹤0.01%
1,500
388
$16K ﹤0.01%
319
389
$16K ﹤0.01%
400
390
$16K ﹤0.01%
288
391
$16K ﹤0.01%
+572
392
$15K ﹤0.01%
232
393
$15K ﹤0.01%
393
394
$15K ﹤0.01%
536
395
$15K ﹤0.01%
1,600
396
$15K ﹤0.01%
223
-84
397
$15K ﹤0.01%
700
398
$15K ﹤0.01%
500
399
$14K ﹤0.01%
1,000
400
$14K ﹤0.01%
1,000