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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
40
-547
477
$2K ﹤0.01%
3,250
-2,500
478
$2K ﹤0.01%
45
479
$2K ﹤0.01%
+191
480
$2K ﹤0.01%
1,750
481
$1K ﹤0.01%
+50
482
$1K ﹤0.01%
+24
483
$1K ﹤0.01%
37
484
$1K ﹤0.01%
100
485
$1K ﹤0.01%
12
486
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+20
487
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488
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15
489
$0 ﹤0.01%
3
490
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496
$0 ﹤0.01%
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497
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18 19
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