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
476
$7K ﹤0.01%
1,500
477
$7K ﹤0.01%
147
-125
478
$7K ﹤0.01%
100
479
$6K ﹤0.01%
250
480
$6K ﹤0.01%
496
481
$6K ﹤0.01%
+32
482
$6K ﹤0.01%
200
483
$5K ﹤0.01%
+417
484
$5K ﹤0.01%
98
-370
485
$5K ﹤0.01%
+200
486
$5K ﹤0.01%
+60
487
$5K ﹤0.01%
210
488
$5K ﹤0.01%
+120
489
$5K ﹤0.01%
166
490
$5K ﹤0.01%
194
491
$5K ﹤0.01%
119
-572
492
$5K ﹤0.01%
+41
493
$4K ﹤0.01%
100
494
$4K ﹤0.01%
+55
495
$4K ﹤0.01%
110
496
$4K ﹤0.01%
75
497
$4K ﹤0.01%
1,750
498
$3K ﹤0.01%
+75
499
$3K ﹤0.01%
60
500
$3K ﹤0.01%
29
18 19
20
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