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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
1,000
402
$14K ﹤0.01%
450
403
$14K ﹤0.01%
2,500
404
$14K ﹤0.01%
+214
405
$14K ﹤0.01%
314
406
$14K ﹤0.01%
750
407
$14K ﹤0.01%
+250
408
$13K ﹤0.01%
315
409
$13K ﹤0.01%
500
410
$13K ﹤0.01%
288
411
$12K ﹤0.01%
160
412
$12K ﹤0.01%
1,000
413
$12K ﹤0.01%
120
414
$12K ﹤0.01%
350
415
$12K ﹤0.01%
240
416
$12K ﹤0.01%
1,500
417
$11K ﹤0.01%
217
+157
418
$11K ﹤0.01%
300
419
$11K ﹤0.01%
+258
420
$11K ﹤0.01%
200
421
$11K ﹤0.01%
1,900
422
$10K ﹤0.01%
160
-16
423
$10K ﹤0.01%
135
-500
424
$10K ﹤0.01%
+858
425
$10K ﹤0.01%
201
-1
15 16
17
18 19