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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.64%
127,416
52
$3.29M 0.49%
48,196
+529
53
$3.27M 0.49%
33,103
-52
54
$3.08M 0.46%
130,310
+2,000
55
$3.03M 0.45%
41,885
+300
56
$2.93M 0.44%
75,077
+4,000
57
$2.89M 0.43%
69,219
+688
58
$2.81M 0.42%
124,210
+84,110
59
$2.71M 0.4%
26,911
+3,055
60
$2.69M 0.4%
20,241
+1,268
61
$2.63M 0.39%
34,957
+395
62
$2.62M 0.39%
26,296
+520
63
$2.54M 0.38%
65,390
+42,980
64
$2.47M 0.37%
20,965
+5,807
65
$2.35M 0.35%
29,838
-59
66
$2.31M 0.34%
19,274
+4,200
67
$2.28M 0.34%
24,007
+183
68
$2.18M 0.32%
33,293
+253
69
$2.08M 0.31%
58,010
+640
70
$2.07M 0.31%
83,682
+27,940
71
$2M 0.3%
49,438
-92
72
$1.91M 0.28%
26,697
73
$1.9M 0.28%
12,547
+113
74
$1.87M 0.28%
57,006
+472
75
$1.83M 0.27%
22,419
+233
1 2
3
4 5