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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
+1,800
402
$12K ﹤0.01%
+1,000
403
$12K ﹤0.01%
+400
404
$12K ﹤0.01%
+850
405
$12K ﹤0.01%
+250
406
$11K ﹤0.01%
+400
407
$11K ﹤0.01%
+694
408
$11K ﹤0.01%
+232
409
$11K ﹤0.01%
+250
410
$10K ﹤0.01%
1,404
-9,300
411
$10K ﹤0.01%
+125
412
$10K ﹤0.01%
+120
413
$10K ﹤0.01%
+90
414
$10K ﹤0.01%
+200
415
$10K ﹤0.01%
+500
416
$10K ﹤0.01%
+159
417
$10K ﹤0.01%
+150
418
$9K ﹤0.01%
+129
419
$9K ﹤0.01%
+230
420
$9K ﹤0.01%
+100
421
$9K ﹤0.01%
+1,500
422
$9K ﹤0.01%
+200
423
$9K ﹤0.01%
+1,500
424
$8K ﹤0.01%
+160
425
$8K ﹤0.01%
+100
15 16
17
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