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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.27%
52,106
+296
77
$1.81M 0.27%
23,217
-1,066
78
$1.76M 0.26%
+16,507
79
$1.75M 0.26%
62,000
80
$1.74M 0.26%
10,285
+2,517
81
$1.72M 0.26%
18,955
-5,831
82
$1.71M 0.25%
38,063
+497
83
$1.67M 0.25%
23,274
-1,905
84
$1.67M 0.25%
13,362
+88
85
$1.66M 0.25%
12,745
+720
86
$1.66M 0.25%
25,594
-400
87
$1.64M 0.24%
45,165
+180
88
$1.59M 0.24%
36,526
+284
89
$1.55M 0.23%
31,450
90
$1.49M 0.22%
23,301
-316
91
$1.45M 0.21%
16,311
-47
92
$1.44M 0.21%
18,828
-1,185
93
$1.42M 0.21%
+46,041
94
$1.41M 0.21%
47,881
+384
95
$1.39M 0.21%
29,934
+244
96
$1.37M 0.2%
63,959
+477
97
$1.36M 0.2%
17,220
+191
98
$1.34M 0.2%
38,664
+299
99
$1.34M 0.2%
54,300
+576
100
$1.32M 0.2%
25,200
+1,936
2 3
4
5 6