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
426
$5K ﹤0.01%
166
427
$5K ﹤0.01%
+194
428
$4K ﹤0.01%
110
429
$4K ﹤0.01%
75
430
$3K ﹤0.01%
60
431
$3K ﹤0.01%
29
432
$3K ﹤0.01%
66
433
$3K ﹤0.01%
45
434
$3K ﹤0.01%
1,750
435
$3K ﹤0.01%
5,000
+4,500
436
$2K ﹤0.01%
120
437
$2K ﹤0.01%
80
438
$2K ﹤0.01%
+74
439
$2K ﹤0.01%
200
440
$2K ﹤0.01%
12
-15
441
$2K ﹤0.01%
5,750
442
$2K ﹤0.01%
+13
443
$1K ﹤0.01%
206
444
$1K ﹤0.01%
12
445
$1K ﹤0.01%
80
-60
446
$1K ﹤0.01%
+7
447
$1K ﹤0.01%
25
448
$1K ﹤0.01%
42
449
$1K ﹤0.01%
30
450
$1K ﹤0.01%
200
16 17
18
19 20