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
76
$2.02M 0.3%
39,364
+242
77
$2.01M 0.3%
27,063
-38
78
$1.97M 0.29%
33,007
+3,710
79
$1.93M 0.28%
46,255
+154
80
$1.93M 0.28%
47,329
-41,548
81
$1.93M 0.28%
44,771
-2,775
82
$1.83M 0.27%
13,044
-111
83
$1.82M 0.27%
19,547
+64
84
$1.81M 0.27%
44,284
-430
85
$1.76M 0.26%
20,654
-6,065
86
$1.74M 0.26%
16,543
-1,640
87
$1.71M 0.25%
11,309
+2,738
88
$1.71M 0.25%
29,856
+233
89
$1.68M 0.25%
18,062
+9,785
90
$1.63M 0.24%
24,342
-1,173
91
$1.63M 0.24%
59,033
+19,940
92
$1.6M 0.24%
48,358
93
$1.58M 0.23%
16,286
+301
94
$1.57M 0.23%
23,076
-8,582
95
$1.56M 0.23%
47,585
+729
96
$1.55M 0.23%
18,805
+5,075
97
$1.54M 0.23%
129,954
+472
98
$1.53M 0.23%
14,515
+1,234
99
$1.53M 0.23%
21,563
+498
100
$1.48M 0.22%
18,989
-5,534
2 3
4
5 6