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
$486M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.8M
3
+$2.56M
4
ST icon
Sensata Technologies
ST
+$1.92M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$1.68M

Top Sells

1
+$7.82M
2
+$3.59M
3
+$3.41M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Financials 14.55%
2 Healthcare 14.38%
3 Technology 12.3%
4 Energy 11.84%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
236
-7,461
402
$9K ﹤0.01%
230
403
$9K ﹤0.01%
450
-244
404
$9K ﹤0.01%
200
405
$9K ﹤0.01%
1,500
406
$9K ﹤0.01%
200
407
$9K ﹤0.01%
115
408
$9K ﹤0.01%
+365
409
$9K ﹤0.01%
+475
410
$8K ﹤0.01%
95
-5,025
411
$8K ﹤0.01%
100
412
$8K ﹤0.01%
720
413
$8K ﹤0.01%
160
414
$7K ﹤0.01%
50
415
$7K ﹤0.01%
95
-2,790
416
$7K ﹤0.01%
100
417
$7K ﹤0.01%
+765
418
$6K ﹤0.01%
496
419
$6K ﹤0.01%
81
+36
420
$6K ﹤0.01%
630
421
$6K ﹤0.01%
200
422
$6K ﹤0.01%
100
423
$5K ﹤0.01%
100
424
$5K ﹤0.01%
250
-200
425
$5K ﹤0.01%
210
15 16
17
18 19