BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.56B
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.4M
3
+$12.4M
4
ADI icon
Analog Devices
ADI
+$12.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.1M

Top Sells

1
+$5.02M
2
+$3.81M
3
+$2.53M
4
CMCSA icon
Comcast
CMCSA
+$981K
5
VZ icon
Verizon
VZ
+$841K

Sector Composition

1 Technology 21.56%
2 Healthcare 14.88%
3 Financials 13.17%
4 Consumer Staples 9.32%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$96 ﹤0.01%
18
777
$81 ﹤0.01%
3
-122
778
$78 ﹤0.01%
4
779
$69 ﹤0.01%
47
780
$51 ﹤0.01%
1
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