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
426
$10K ﹤0.01%
200
427
$10K ﹤0.01%
200
428
$9K ﹤0.01%
316
429
$9K ﹤0.01%
171
+51
430
$9K ﹤0.01%
230
-452
431
$9K ﹤0.01%
129
-103
432
$8K ﹤0.01%
1,500
433
$8K ﹤0.01%
150
-32,947
434
$7K ﹤0.01%
32
435
$7K ﹤0.01%
630
436
$7K ﹤0.01%
200
437
$7K ﹤0.01%
500
-5,000
438
$6K ﹤0.01%
100
439
$6K ﹤0.01%
496
440
$6K ﹤0.01%
+375
441
$6K ﹤0.01%
+370
442
$6K ﹤0.01%
342
443
$6K ﹤0.01%
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$5K ﹤0.01%
200
445
$5K ﹤0.01%
210
446
$5K ﹤0.01%
185
447
$5K ﹤0.01%
+114
448
$5K ﹤0.01%
96
-26,416
449
$5K ﹤0.01%
200
450
$5K ﹤0.01%
75
16 17
18
19 20