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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.3%
11,420
+618
77
$1.63M 0.29%
77,134
+625
78
$1.61M 0.29%
15,050
+1,950
79
$1.58M 0.28%
41,512
+6,084
80
$1.5M 0.27%
4,540
+163
81
$1.47M 0.26%
23,250
+1,370
82
$1.44M 0.26%
17,540
+1,631
83
$1.44M 0.26%
35,159
+3,200
84
$1.44M 0.26%
48,520
+7,800
85
$1.37M 0.25%
11,885
+1,875
86
$1.37M 0.25%
17,229
+2,562
87
$1.36M 0.24%
24,995
+2,242
88
$1.33M 0.24%
13,968
+1,681
89
$1.33M 0.24%
12,995
+8,107
90
$1.33M 0.24%
13,521
+265
91
$1.3M 0.23%
12,067
-5,459
92
$1.28M 0.23%
45,513
-488
93
$1.28M 0.23%
36,360
-118,620
94
$1.27M 0.23%
12,838
-266
95
$1.27M 0.23%
+31,031
96
$1.26M 0.23%
6,148
-112
97
$1.26M 0.23%
6,645
98
$1.26M 0.23%
39,218
-1,616
99
$1.24M 0.22%
18,340
+1,046
100
$1.23M 0.22%
9,355
+8,308
2 3
4
5 6