BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+2.38%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$664M
AUM Growth
-$14.3M
(-2.1%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-3.85%
Top 10 Holdings %
Top 10 Hldgs %
30.49%
Holding
554
New
36
Increased
52
Reduced
124
Closed
25
Top Buys
| 1 |
Leidos
LDOS
|
$2.25M |
| 2 |
Ecolab
ECL
|
$1.54M |
| 3 |
Cisco
CSCO
|
$1.52M |
| 4 |
UGI
UGI
|
$1.51M |
| 5 |
Waste Management
WM
|
$1.35M |
Top Sells
| 1 |
HP
HPQ
|
$6.56M |
| 2 |
Zoetis
ZTS
|
$6.49M |
| 3 |
Starbucks
SBUX
|
$4.2M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.94M |
| 5 |
Apple
AAPL
|
$2.19M |
Sector Composition
| 1 | Financials | 16.56% |
| 2 | Technology | 13.1% |
| 3 | Healthcare | 12.33% |
| 4 | Consumer Discretionary | 8.98% |
| 5 | Industrials | 8.62% |
