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
426
$12K ﹤0.01%
277
427
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135
428
$12K ﹤0.01%
316
-107
429
$12K ﹤0.01%
300
430
$12K ﹤0.01%
177
431
$12K ﹤0.01%
240
432
$11K ﹤0.01%
400
433
$11K ﹤0.01%
371
434
$11K ﹤0.01%
120
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$11K ﹤0.01%
90
436
$11K ﹤0.01%
750
-1,500
437
$11K ﹤0.01%
850
438
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+400
439
$11K ﹤0.01%
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440
$10K ﹤0.01%
176
441
$10K ﹤0.01%
500
-8,000
442
$10K ﹤0.01%
599
443
$10K ﹤0.01%
202
444
$10K ﹤0.01%
720
445
$10K ﹤0.01%
200
446
$10K ﹤0.01%
200
447
$10K ﹤0.01%
200
448
$9K ﹤0.01%
+160
449
$9K ﹤0.01%
156
450
$9K ﹤0.01%
379
16 17
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