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
$551M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.9M
3
+$12.1M
4
NLSN
Nielsen Holdings plc
NLSN
+$7.89M
5
HAS icon
Hasbro
HAS
+$7.74M

Top Sells

1
+$8.95M
2
+$6.77M
3
+$5.59M
4
WFC icon
Wells Fargo
WFC
+$3.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.72M

Sector Composition

1 Financials 14.09%
2 Healthcare 12.96%
3 Consumer Discretionary 11.14%
4 Energy 10.7%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K ﹤0.01%
+1,000
402
$16K ﹤0.01%
+400
403
$16K ﹤0.01%
196
404
$16K ﹤0.01%
2,500
405
$16K ﹤0.01%
500
406
$16K ﹤0.01%
700
407
$16K ﹤0.01%
+400
408
$16K ﹤0.01%
200
-386
409
$16K ﹤0.01%
+500
410
$16K ﹤0.01%
250
411
$15K ﹤0.01%
232
+103
412
$15K ﹤0.01%
+192
413
$15K ﹤0.01%
+500
414
$14K ﹤0.01%
1,000
415
$14K ﹤0.01%
1,000
416
$14K ﹤0.01%
+651
417
$14K ﹤0.01%
390
418
$14K ﹤0.01%
1,023
419
$14K ﹤0.01%
522
-2,400
420
$14K ﹤0.01%
750
421
$14K ﹤0.01%
500
422
$14K ﹤0.01%
400
423
$14K ﹤0.01%
+288
424
$14K ﹤0.01%
300
-1,267
425
$13K ﹤0.01%
1,600
15 16
17
18 19