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
$704M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$2.74M
3
+$2.38M
4
DD
Du Pont De Nemours E I
DD
+$2.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.19M

Top Sells

1
+$7.93M
2
+$2.31M
3
+$1.87M
4
CL icon
Colgate-Palmolive
CL
+$1.76M
5
ROK icon
Rockwell Automation
ROK
+$1.67M

Sector Composition

1 Energy 18.11%
2 Industrials 12.9%
3 Healthcare 11.94%
4 Technology 11.42%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.49%
130,310
52
$3.34M 0.47%
35,377
+2,274
53
$3.23M 0.46%
27,307
+8,033
54
$3.17M 0.45%
31,972
-5,277
55
$3.04M 0.43%
23,607
+3,366
56
$3M 0.43%
140,863
+111,581
57
$2.98M 0.42%
66,810
+1,420
58
$2.97M 0.42%
42,917
+1,032
59
$2.94M 0.42%
80,967
+75,409
60
$2.91M 0.41%
23,943
+2,978
61
$2.86M 0.41%
26,391
+95
62
$2.85M 0.4%
35,749
+792
63
$2.84M 0.4%
30,284
+3,373
64
$2.84M 0.4%
32,816
-26,715
65
$2.83M 0.4%
109,036
+25,354
66
$2.71M 0.38%
76,334
+1,257
67
$2.65M 0.38%
140,426
+16,216
68
$2.63M 0.37%
38,608
+32,222
69
$2.58M 0.37%
66,491
+38,618
70
$2.23M 0.32%
26,603
-3,235
71
$2.19M 0.31%
18,388
+5,643
72
$2.18M 0.31%
13,484
+937
73
$2.1M 0.3%
34,010
+717
74
$2.09M 0.3%
27,193
+496
75
$1.99M 0.28%
23,058
+639
1 2
3
4 5