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
$554M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$9.4M
3
+$7.99M
4
BX icon
Blackstone
BX
+$7.38M
5
HAS icon
Hasbro
HAS
+$5.47M

Top Sells

1
+$7M
2
+$6.88M
3
+$6.71M
4
NLSN
Nielsen Holdings plc
NLSN
+$6.55M
5
WWAV
The WhiteWave Foods Company
WWAV
+$4.65M

Sector Composition

1 Financials 16.65%
2 Healthcare 12.3%
3 Consumer Discretionary 12.13%
4 Energy 11%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
100
-290
477
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66
478
$3K ﹤0.01%
100
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479
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-10
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60
481
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29
482
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483
$3K ﹤0.01%
34
484
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+34
485
$3K ﹤0.01%
390
486
$2K ﹤0.01%
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487
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45
-147,300
492
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1,750
495
$1K ﹤0.01%
15
496
$1K ﹤0.01%
115
497
$1K ﹤0.01%
5,750
498
$1K ﹤0.01%
100
499
$1K ﹤0.01%
30
500
$1K ﹤0.01%
37
-5
18 19
20
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