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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.4%
27,444
+230
52
$2.37M 0.39%
+44,470
53
$2.24M 0.37%
43,135
-6,485
54
$2.13M 0.35%
13,335
-737
55
$1.86M 0.31%
92,333
-21,400
56
$1.82M 0.3%
+33,421
57
$1.81M 0.3%
32,545
-4,725
58
$1.77M 0.29%
10,611
-254
59
$1.7M 0.28%
52,920
+6,992
60
$1.68M 0.28%
35,687
-3,882
61
$1.67M 0.28%
+14,096
62
$1.66M 0.27%
33,020
+17,039
63
$1.57M 0.26%
70,287
-8,385
64
$1.54M 0.25%
55,115
+1,000
65
$1.5M 0.25%
12,514
-479
66
$1.46M 0.24%
18,739
-5,009
67
$1.45M 0.24%
32,603
-1,801
68
$1.44M 0.24%
9,350
-77,714
69
$1.42M 0.23%
13,228
-720
70
$1.41M 0.23%
17,600
-4,749
71
$1.41M 0.23%
+68,585
72
$1.4M 0.23%
10,789
-648
73
$1.39M 0.23%
29,351
-23,916
74
$1.38M 0.23%
23,044
-1,081
75
$1.38M 0.23%
11,501
-163
1 2
3
4 5