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
451
$10K ﹤0.01%
200
452
$10K ﹤0.01%
+135
453
$10K ﹤0.01%
+200
454
$10K ﹤0.01%
+324
455
$10K ﹤0.01%
1,900
456
$9K ﹤0.01%
+377
457
$9K ﹤0.01%
+156
458
$9K ﹤0.01%
+133
459
$9K ﹤0.01%
+379
460
$9K ﹤0.01%
202
-910
461
$9K ﹤0.01%
450
462
$9K ﹤0.01%
720
463
$9K ﹤0.01%
300
-240
464
$9K ﹤0.01%
+175
465
$9K ﹤0.01%
+277
466
$9K ﹤0.01%
200
467
$9K ﹤0.01%
+396
468
$8K ﹤0.01%
+176
469
$8K ﹤0.01%
+314
470
$8K ﹤0.01%
147
-6,980
471
$8K ﹤0.01%
100
472
$8K ﹤0.01%
160
473
$7K ﹤0.01%
81
474
$7K ﹤0.01%
630
475
$7K ﹤0.01%
200
17 18
19
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