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
101
$1.41M 0.21%
25,958
+1,447
102
$1.4M 0.21%
13,374
-25
103
$1.38M 0.2%
13,898
104
$1.35M 0.2%
16,015
+52
105
$1.28M 0.19%
22,620
-1,730
106
$1.28M 0.19%
7,320
+4,165
107
$1.27M 0.19%
47,521
+12,906
108
$1.26M 0.19%
37,541
-22,367
109
$1.25M 0.18%
13,332
-7,897
110
$1.24M 0.18%
36,605
+117
111
$1.21M 0.18%
+27,293
112
$1.2M 0.18%
5,830
-73
113
$1.18M 0.17%
38,300
-5,000
114
$1.18M 0.17%
15,606
-250
115
$1.18M 0.17%
41,602
+128
116
$1.14M 0.17%
8,678
+417
117
$1.11M 0.16%
6,440
118
$1.1M 0.16%
25,483
+24,198
119
$1.09M 0.16%
16,553
-11,345
120
$1.09M 0.16%
41,250
121
$1.09M 0.16%
10,201
-7,142
122
$1.08M 0.16%
41,720
123
$1.07M 0.16%
+19,194
124
$1.04M 0.15%
14,257
125
$1.03M 0.15%
6,687
-445
3 4
5
6 7