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
451
$5K ﹤0.01%
147
452
$5K ﹤0.01%
+98
453
$5K ﹤0.01%
334
-345
454
$4K ﹤0.01%
+54
455
$4K ﹤0.01%
100
456
$4K ﹤0.01%
29
457
$4K ﹤0.01%
+227
458
$4K ﹤0.01%
+194
459
$4K ﹤0.01%
66
460
$3K ﹤0.01%
50
-48
461
$3K ﹤0.01%
80
462
$3K ﹤0.01%
+310
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
100
465
$3K ﹤0.01%
+27
466
$3K ﹤0.01%
34
467
$3K ﹤0.01%
+125
468
$3K ﹤0.01%
+60
469
$2K ﹤0.01%
+40
470
$2K ﹤0.01%
+87
471
$2K ﹤0.01%
120
472
$2K ﹤0.01%
40
473
$2K ﹤0.01%
+41
474
$2K ﹤0.01%
30
475
$2K ﹤0.01%
32
17 18
19
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