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
101
$1.31M 0.19%
+11,339
102
$1.31M 0.19%
16,183
+4,830
103
$1.3M 0.19%
19,591
+152
104
$1.28M 0.19%
22,374
+155
105
$1.27M 0.19%
26,504
+201
106
$1.26M 0.19%
37,440
+234
107
$1.25M 0.19%
18,107
+159
108
$1.24M 0.18%
81,208
+23,696
109
$1.21M 0.18%
+18,275
110
$1.19M 0.18%
+78,289
111
$1.16M 0.17%
13,292
+149
112
$1.16M 0.17%
13,564
+626
113
$1.16M 0.17%
44,000
114
$1.16M 0.17%
+36,835
115
$1.14M 0.17%
39,953
+353
116
$1.12M 0.17%
43,300
-40
117
$1.11M 0.17%
120,840
+455
118
$1.11M 0.16%
15,052
-22,707
119
$1.09M 0.16%
21,591
+182
120
$1.07M 0.16%
22,274
+2,679
121
$1.07M 0.16%
7,328
-300
122
$1.06M 0.16%
15,730
+2,640
123
$1.04M 0.16%
27,873
+657
124
$1.04M 0.15%
21,311
+294
125
$1.04M 0.15%
+28,860
3 4
5
6 7