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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
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
+$10.1M
2
+$8.48M
3
+$6.95M
4
MET icon
MetLife
MET
+$5.74M
5
AKAM icon
Akamai
AKAM
+$4.71M

Top Sells

1
+$11.9M
2
+$6.49M
3
+$3.07M
4
FRC
First Republic Bank
FRC
+$2.92M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.63M

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
501
– –
-536
502
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-850
503
– –
-9
504
– –
-440
505
– –
-81
506
– –
-90
507
$0 ﹤0.01%
10
508
– –
-319
509
– –
-194
510
– –
-400
511
– –
-82
512
– –
-720
513
– –
-150
514
$0 ﹤0.01%
3
515
– –
-80
516
– –
-175
517
– –
-100
518
– –
-228
519
– –
-277
520
– –
-990
521
– –
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522
– –
-1,080
523
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-74
524
– –
-135
525
– –
-14,845
19 20
21
22 23