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
476
$1K ﹤0.01%
+25
477
$1K ﹤0.01%
+42
478
$1K ﹤0.01%
+30
479
$1K ﹤0.01%
+50
480
$1K ﹤0.01%
+200
481
$1K ﹤0.01%
+100
482
$1K ﹤0.01%
+1,000
483
$1K ﹤0.01%
+115
484
$1K ﹤0.01%
+15
485
$1K ﹤0.01%
+250
486
$1K ﹤0.01%
+1
487
$0 ﹤0.01%
+3
488
– –
-3,695
489
$0 ﹤0.01%
+150
490
– –
-8,520
491
– –
-6,000
492
– –
-18,900
493
– –
-358,980
494
– –
-448,720
495
– –
-31,135
496
– –
-1,440
497
$0 ﹤0.01%
+10
498
– –
-6,344
499
– –
-14,951
500
$0 ﹤0.01%
+25
17 18 19
20
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