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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+300
452
$3K ﹤0.01%
+110
453
$3K ﹤0.01%
+60
454
$3K ﹤0.01%
+45
455
$3K ﹤0.01%
+29
456
$3K ﹤0.01%
+200
457
$3K ﹤0.01%
+4
458
$3K ﹤0.01%
+66
459
$2K ﹤0.01%
+75
460
$2K ﹤0.01%
+300
461
$2K ﹤0.01%
+120
462
$2K ﹤0.01%
+235
463
$2K ﹤0.01%
+100
464
$2K ﹤0.01%
+80
465
$2K ﹤0.01%
+100
466
$2K ﹤0.01%
+48
467
$2K ﹤0.01%
+135
468
$2K ﹤0.01%
+5,750
469
$2K ﹤0.01%
+208
470
$2K ﹤0.01%
+1,750
471
$1K ﹤0.01%
+206
472
$1K ﹤0.01%
+12
473
$1K ﹤0.01%
+16
474
$1K ﹤0.01%
+140
475
$1K ﹤0.01%
+6
17 18
19
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