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
$622M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.34M
3
+$5.22M
4
EBAY icon
eBay
EBAY
+$4.7M
5
SODA
SodaStream International Ltd
SODA
+$3.99M

Top Sells

1
+$2.63M
2
+$2.58M
3
+$2.54M
4
CB
CHUBB CORPORATION
CB
+$2.1M
5
UAN icon
CVR Partners
UAN
+$2.06M

Sector Composition

1 Energy 15.9%
2 Technology 11.8%
3 Industrials 11.52%
4 Financials 10.33%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.58%
128,416
-1,500
52
$3.21M 0.52%
38,238
+814
53
$3.14M 0.5%
48,104
+26,666
54
$3.13M 0.5%
16,438
-1,062
55
$2.89M 0.46%
75,451
-5,710
56
$2.87M 0.46%
94,978
+5,465
57
$2.84M 0.46%
54,426
+387
58
$2.83M 0.45%
34,098
+60
59
$2.79M 0.45%
31,408
-16,890
60
$2.74M 0.44%
47,354
+546
61
$2.65M 0.43%
20,405
-445
62
$2.62M 0.42%
70,082
+6,548
63
$2.6M 0.42%
139,091
-140,390
64
$2.56M 0.41%
31,447
-2,850
65
$2.49M 0.4%
41,424
+742
66
$2.48M 0.4%
41,461
+501
67
$2.26M 0.36%
26,946
+4,850
68
$2.26M 0.36%
32,097
-1,650
69
$2.25M 0.36%
65,027
+25,750
70
$2.23M 0.36%
25,956
+20,925
71
$2.19M 0.35%
24,091
+787
72
$2.14M 0.34%
107,300
+40,400
73
$2.12M 0.34%
37,941
+1,124
74
$2.06M 0.33%
56,828
-24
75
$2.01M 0.32%
16,895
+342
1 2
3
4 5