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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
$731M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.85M
3
+$1.81M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.23M
5
CTLT
CATALENT, INC.
CTLT
+$412K

Top Sells

1
+$1.59M
2
+$1.21M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$936K
5
PYPL icon
PayPal
PYPL
+$764K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.7%
3 Financials 14.31%
4 Consumer Discretionary 9.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
+1
527
$1K ﹤0.01%
250
528
$1K ﹤0.01%
297
529
$1K ﹤0.01%
35
530
$1K ﹤0.01%
160
531
$1K ﹤0.01%
50
532
$1K ﹤0.01%
54
+20
533
– –
-1,396
534
$0 ﹤0.01%
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535
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536
$0 ﹤0.01%
45
537
– –
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538
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– –
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540
$0 ﹤0.01%
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543
$0 ﹤0.01%
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4
549
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550
– –
-2,935
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