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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
255
577
$4K ﹤0.01%
+51
578
$3K ﹤0.01%
+23
579
$3K ﹤0.01%
30
-620
580
$3K ﹤0.01%
56
581
$3K ﹤0.01%
100
582
$3K ﹤0.01%
33
583
$3K ﹤0.01%
98
-30
584
$3K ﹤0.01%
60
-170
585
$3K ﹤0.01%
40
586
$3K ﹤0.01%
250
587
$3K ﹤0.01%
225
588
$3K ﹤0.01%
12
589
$3K ﹤0.01%
25
590
$3K ﹤0.01%
+55
591
$3K ﹤0.01%
500
592
$2K ﹤0.01%
14
593
$2K ﹤0.01%
+10
594
$2K ﹤0.01%
60
595
$2K ﹤0.01%
65
596
$2K ﹤0.01%
31
597
$2K ﹤0.01%
150
598
$2K ﹤0.01%
+20
599
$2K ﹤0.01%
49
600
$2K ﹤0.01%
67
22 23
24
25 26