BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+13.59%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$671M
AUM Growth
+$75.1M
(+13%)
Cap. Flow
-$617K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
545
New
31
Increased
87
Reduced
110
Closed
28
Top Buys
| 1 |
Cisco
CSCO
|
$5.9M |
| 2 |
Comcast
CMCSA
|
$3.43M |
| 3 |
ConocoPhillips
COP
|
$2.93M |
| 4 |
Consolidated Edison
ED
|
$2.91M |
| 5 |
EOG Resources
EOG
|
$2.18M |
Top Sells
| 1 |
S&P Global
SPGI
|
$5.59M |
| 2 |
Amazon
AMZN
|
$4.98M |
| 3 |
Apple
AAPL
|
$4.45M |
| 4 |
PayPal
PYPL
|
$3.63M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$2.96M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 13.33% |
| 3 | Technology | 12.33% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 8.67% |
