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

Top Buys

1
+$2.6M
2
+$1.87M
3
+$1.79M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
CTLT
CATALENT, INC.
CTLT
+$418K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$935K
5
PYPL icon
PayPal
PYPL
+$800K

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%
150
527
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250
528
$1K ﹤0.01%
49
529
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6
530
$1K ﹤0.01%
67
531
$1K ﹤0.01%
+18
532
$1K ﹤0.01%
561
533
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534
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535
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536
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537
$0 ﹤0.01%
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538
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539
$0 ﹤0.01%
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540
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541
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544
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545
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548
$0 ﹤0.01%
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549
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– –
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