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
$1.27B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.77M
3
+$5.49M
4
JPM icon
JPMorgan Chase
JPM
+$4.26M
5
NEE icon
NextEra Energy
NEE
+$3.87M

Top Sells

1
+$12.3M
2
+$7.32M
3
+$5.57M
4
FCX icon
Freeport-McMoran
FCX
+$2.54M
5
A icon
Agilent Technologies
A
+$2.22M

Sector Composition

1 Technology 26.1%
2 Financials 12.49%
3 Healthcare 11.95%
4 Industrials 8.3%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$368 ﹤0.01%
10
702
$359 ﹤0.01%
10
703
$348 ﹤0.01%
25
704
$347 ﹤0.01%
100
705
$343 ﹤0.01%
60
-10
706
$338 ﹤0.01%
66
+22
707
$328 ﹤0.01%
250
-35
708
$328 ﹤0.01%
14
-100
709
$301 ﹤0.01%
6
710
$291 ﹤0.01%
100
711
$270 ﹤0.01%
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712
$267 ﹤0.01%
20
713
$260 ﹤0.01%
142
714
$204 ﹤0.01%
10
715
$204 ﹤0.01%
2
716
$175 ﹤0.01%
5
717
$169 ﹤0.01%
3
-15
718
$107 ﹤0.01%
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719
$103 ﹤0.01%
4
720
$98 ﹤0.01%
1
721
$79 ﹤0.01%
4
722
$70 ﹤0.01%
4
723
$69 ﹤0.01%
4
-72
724
$38 ﹤0.01%
2
-30
725
$32 ﹤0.01%
30
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