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
$554M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$9.4M
3
+$7.99M
4
BX icon
Blackstone
BX
+$7.38M
5
HAS icon
Hasbro
HAS
+$5.47M

Top Sells

1
+$7M
2
+$6.88M
3
+$6.71M
4
NLSN
Nielsen Holdings plc
NLSN
+$6.55M
5
WWAV
The WhiteWave Foods Company
WWAV
+$4.65M

Sector Composition

1 Financials 16.65%
2 Healthcare 12.3%
3 Consumer Discretionary 12.13%
4 Energy 11%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.34%
78,672
+13,400
52
$1.84M 0.33%
33,097
-83,618
53
$1.72M 0.31%
10,865
-531
54
$1.72M 0.31%
23,748
+1,659
55
$1.64M 0.3%
13,948
+420
56
$1.64M 0.3%
22,349
-150
57
$1.64M 0.3%
22,950
-650
58
$1.59M 0.29%
39,532
59
$1.53M 0.28%
14,799
60
$1.45M 0.26%
15,283
61
$1.44M 0.26%
12,993
+980
62
$1.37M 0.25%
45,928
-4,600
63
$1.37M 0.25%
11,664
64
$1.34M 0.24%
24,125
65
$1.32M 0.24%
34,404
-940
66
$1.28M 0.23%
9,492
67
$1.26M 0.23%
14,971
68
$1.24M 0.22%
54,115
-425
69
$1.21M 0.22%
73,182
70
$1.18M 0.21%
26,512
-224
71
$1.18M 0.21%
11,437
72
$1.14M 0.21%
12,456
-50
73
$1.09M 0.2%
8,253
+1,250
74
$1.08M 0.2%
23,184
+14,050
75
$1.07M 0.19%
34,579
-8,361
1 2
3
4 5