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
$622M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.34M
3
+$5.22M
4
EBAY icon
eBay
EBAY
+$4.7M
5
SODA
SodaStream International Ltd
SODA
+$3.99M

Top Sells

1
+$2.63M
2
+$2.58M
3
+$2.54M
4
CB
CHUBB CORPORATION
CB
+$2.1M
5
UAN icon
CVR Partners
UAN
+$2.06M

Sector Composition

1 Energy 15.9%
2 Technology 11.8%
3 Industrials 11.52%
4 Financials 10.33%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.19M 1.31%
232,788
+14,780
27
$8.09M 1.3%
125,449
+3,117
28
$7.69M 1.23%
493,883
+81,070
29
$7.68M 1.23%
289,218
-27,835
30
$7.45M 1.2%
81,323
+3,128
31
$7.1M 1.14%
70,181
+6,218
32
$7.03M 1.13%
305,882
-18,320
33
$6.74M 1.08%
148,404
-27,526
34
$6.49M 1.04%
60,950
-397
35
$5.91M 0.95%
115,722
+102,280
36
$5.76M 0.92%
63,193
+13,255
37
$5.5M 0.88%
115,060
+13,844
38
$5.49M 0.88%
105,865
-8,923
39
$5.33M 0.86%
47,676
-1,200
40
$5.13M 0.82%
128,155
+3,399
41
$5.05M 0.81%
95,631
+780
42
$5.04M 0.81%
88,022
+700
43
$4.67M 0.75%
128,799
-11,320
44
$4.48M 0.72%
198,136
-112,101
45
$4.4M 0.71%
107,496
+33,558
46
$4.34M 0.7%
82,476
+619
47
$4.21M 0.68%
84,791
+80,465
48
$3.79M 0.61%
45,350
+2,630
49
$3.78M 0.61%
+126,310
50
$3.6M 0.58%
39,937
-460
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