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
$554M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$9.4M
3
+$7.99M
4
BX icon
Blackstone
BX
+$7.38M
5
HAS icon
Hasbro
HAS
+$5.47M

Top Sells

1
+$7M
2
+$6.88M
3
+$6.71M
4
NLSN
Nielsen Holdings plc
NLSN
+$6.55M
5
WWAV
The WhiteWave Foods Company
WWAV
+$4.65M

Sector Composition

1 Financials 16.65%
2 Healthcare 12.3%
3 Consumer Discretionary 12.13%
4 Energy 11%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
282
402
$14K ﹤0.01%
314
403
$14K ﹤0.01%
750
404
$14K ﹤0.01%
205
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405
$14K ﹤0.01%
192
406
$14K ﹤0.01%
500
407
$14K ﹤0.01%
200
408
$14K ﹤0.01%
232
409
$14K ﹤0.01%
1,000
-264
410
$13K ﹤0.01%
2,500
411
$13K ﹤0.01%
1,023
412
$13K ﹤0.01%
82
413
$13K ﹤0.01%
294
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414
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200
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415
$13K ﹤0.01%
350
416
$13K ﹤0.01%
522
417
$13K ﹤0.01%
1,500
-500
418
$13K ﹤0.01%
679
-6,446
419
$12K ﹤0.01%
321
420
$12K ﹤0.01%
377
421
$12K ﹤0.01%
236
422
$12K ﹤0.01%
315
423
$12K ﹤0.01%
1,000
424
$12K ﹤0.01%
450
425
$12K ﹤0.01%
175
15 16
17
18 19