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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K ﹤0.01%
+400
402
$16K ﹤0.01%
230
403
$16K ﹤0.01%
120
404
$16K ﹤0.01%
3,711
405
$16K ﹤0.01%
92
+9
406
$16K ﹤0.01%
1,038
407
$16K ﹤0.01%
621
408
$15K ﹤0.01%
46
-23
409
$15K ﹤0.01%
345
-900
410
$15K ﹤0.01%
189
411
$14K ﹤0.01%
317
412
$14K ﹤0.01%
135
413
$14K ﹤0.01%
240
414
$14K ﹤0.01%
200
415
$14K ﹤0.01%
85
416
$14K ﹤0.01%
100
417
$14K ﹤0.01%
610
418
$13K ﹤0.01%
80
419
$13K ﹤0.01%
350
420
$13K ﹤0.01%
+200
421
$13K ﹤0.01%
544
422
$12K ﹤0.01%
213
-1,459
423
$12K ﹤0.01%
259
424
$12K ﹤0.01%
200
425
$12K ﹤0.01%
68
+7
15 16
17
18 19