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
376
$19K ﹤0.01%
400
377
$18K ﹤0.01%
500
378
$17K ﹤0.01%
214
+159
379
$17K ﹤0.01%
400
380
$17K ﹤0.01%
196
381
$17K ﹤0.01%
260
+37
382
$17K ﹤0.01%
1,500
383
$16K ﹤0.01%
700
384
$16K ﹤0.01%
750
385
$16K ﹤0.01%
319
386
$16K ﹤0.01%
500
387
$16K ﹤0.01%
535
-37
388
$16K ﹤0.01%
250
389
$16K ﹤0.01%
177
390
$15K ﹤0.01%
299
+63
391
$15K ﹤0.01%
1,023
392
$15K ﹤0.01%
1,600
393
$15K ﹤0.01%
205
394
$15K ﹤0.01%
+800
395
$15K ﹤0.01%
200
396
$15K ﹤0.01%
522
397
$15K ﹤0.01%
232
398
$15K ﹤0.01%
300
399
$15K ﹤0.01%
1,000
400
$14K ﹤0.01%
1,000
14 15
16
17 18