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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 1.21%
68,629
-16,007
27
$7.93M 1.18%
741
-58
28
$7.88M 1.17%
75,285
-805
29
$7.63M 1.13%
496,185
-71,338
30
$7.38M 1.1%
89,754
-2,158
31
$7.31M 1.08%
129,446
+3,425
32
$7.29M 1.08%
72,433
+3,702
33
$7.12M 1.06%
129,051
+2,479
34
$7.09M 1.05%
129,820
+1,018
35
$6.9M 1.02%
303,409
+6,052
36
$6.57M 0.98%
79,160
+59,705
37
$6.46M 0.96%
32,681
+1,456
38
$6.29M 0.93%
53,315
+13,403
39
$6.07M 0.9%
61,699
-1,025
40
$5.51M 0.82%
124,148
+5,154
41
$5.5M 0.82%
47,844
+1,356
42
$5.37M 0.8%
101,382
-953
43
$5.16M 0.77%
72,568
+51,099
44
$5.11M 0.76%
88,222
-500
45
$5.06M 0.75%
59,531
-130,816
46
$5.06M 0.75%
46,429
-1,502
47
$4.95M 0.73%
84,462
+411
48
$4.78M 0.71%
187,901
+2,595
49
$4.58M 0.68%
124,243
+22,905
50
$4.35M 0.65%
37,249
-141
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