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
426
$13K ﹤0.01%
+82
427
$13K ﹤0.01%
314
428
$13K ﹤0.01%
+850
429
$13K ﹤0.01%
200
430
$13K ﹤0.01%
+522
431
$13K ﹤0.01%
232
432
$12K ﹤0.01%
+315
433
$12K ﹤0.01%
+371
434
$12K ﹤0.01%
1,000
435
$12K ﹤0.01%
120
436
$12K ﹤0.01%
+350
437
$12K ﹤0.01%
240
-25,260
438
$12K ﹤0.01%
+177
439
$11K ﹤0.01%
+393
440
$11K ﹤0.01%
450
441
$11K ﹤0.01%
+599
442
$11K ﹤0.01%
+536
443
$11K ﹤0.01%
90
444
$11K ﹤0.01%
282
-561
445
$11K ﹤0.01%
+165
446
$11K ﹤0.01%
200
447
$10K ﹤0.01%
+321
448
$10K ﹤0.01%
400
449
$10K ﹤0.01%
236
450
$10K ﹤0.01%
100
16 17
18
19 20