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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
350
-1,929
377
$22K ﹤0.01%
351
378
$22K ﹤0.01%
330
379
$22K ﹤0.01%
1,500
380
$21K ﹤0.01%
93
381
$21K ﹤0.01%
1,025
382
$21K ﹤0.01%
19
+2
383
$21K ﹤0.01%
394
384
$21K ﹤0.01%
700
-3,859
385
$20K ﹤0.01%
+1,067
386
$20K ﹤0.01%
314
387
$20K ﹤0.01%
+13
388
$20K ﹤0.01%
75
389
$20K ﹤0.01%
560
390
$19K ﹤0.01%
8,000
391
$19K ﹤0.01%
+1,000
392
$19K ﹤0.01%
920
393
$19K ﹤0.01%
400
394
$19K ﹤0.01%
2,705
395
$18K ﹤0.01%
894
396
$18K ﹤0.01%
650
397
$17K ﹤0.01%
333
398
$17K ﹤0.01%
2,600
399
$17K ﹤0.01%
314
400
$16K ﹤0.01%
+417
14 15
16
17 18