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
$679M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.02M
3
+$2.93M
4
SUNE
SUNEDISON, INC COM
SUNE
+$2.77M
5
MU icon
Micron Technology
MU
+$2.24M

Top Sells

1
+$8.17M
2
+$7.73M
3
+$2.58M
4
MTX icon
Minerals Technologies
MTX
+$2.42M
5
AGN
Allergan Inc
AGN
+$2.33M

Sector Composition

1 Technology 12.96%
2 Energy 12.96%
3 Financials 11.71%
4 Industrials 11.67%
5 Healthcare 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.53%
34,909
+74
52
$3.48M 0.51%
101,880
+10,527
53
$3.47M 0.51%
41,626
-4,391
54
$3.47M 0.51%
32,664
-6,450
55
$3.39M 0.5%
77,890
+40,215
56
$3.35M 0.49%
124,778
+860
57
$3.31M 0.49%
44,720
+806
58
$2.93M 0.43%
24,794
-213
59
$2.89M 0.43%
17,447
+108
60
$2.88M 0.42%
17,118
-9,169
61
$2.86M 0.42%
70,357
-32,086
62
$2.69M 0.4%
23,725
-116
63
$2.68M 0.4%
24,803
+4,764
64
$2.62M 0.39%
35,972
-4,994
65
$2.58M 0.38%
19,165
-425
66
$2.4M 0.35%
56,130
+19,546
67
$2.38M 0.35%
43,230
-155
68
$2.33M 0.34%
127,379
-1,200
69
$2.32M 0.34%
35,243
+6,245
70
$2.26M 0.33%
27,564
+1,160
71
$2.2M 0.32%
12,906
+739
72
$2.18M 0.32%
36,051
-134,788
73
$2.15M 0.32%
52,094
+23,660
74
$2.12M 0.31%
23,432
+21,095
75
$2.04M 0.3%
57,750
-204
1 2
3
4 5