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
$622M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.34M
3
+$5.22M
4
EBAY icon
eBay
EBAY
+$4.7M
5
SODA
SodaStream International Ltd
SODA
+$3.99M

Top Sells

1
+$2.63M
2
+$2.58M
3
+$2.54M
4
CB
CHUBB CORPORATION
CB
+$2.1M
5
UAN icon
CVR Partners
UAN
+$2.06M

Sector Composition

1 Energy 15.9%
2 Technology 11.8%
3 Industrials 11.52%
4 Financials 10.33%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1M 0.16%
46,932
-2,288
127
$978K 0.16%
19,035
+2,055
128
$967K 0.16%
27,666
+2,250
129
$966K 0.16%
+30,127
130
$954K 0.15%
11,943
-12,078
131
$946K 0.15%
5,123
+302
132
$939K 0.15%
10,374
+4,026
133
$928K 0.15%
50,949
-10,250
134
$927K 0.15%
5,167
-3,982
135
$925K 0.15%
43,340
-100
136
$922K 0.15%
+52,480
137
$875K 0.14%
29,282
138
$866K 0.14%
11,660
+3,010
139
$861K 0.14%
+12,885
140
$860K 0.14%
18,615
-11,992
141
$856K 0.14%
8,265
-8,183
142
$835K 0.13%
23,826
143
$831K 0.13%
17,621
+1,907
144
$828K 0.13%
11,000
145
$827K 0.13%
+30,650
146
$823K 0.13%
11,648
-162
147
$805K 0.13%
9,785
+200
148
$768K 0.12%
21,555
-860
149
$759K 0.12%
52,850
150
$732K 0.12%
+18,875
4 5
6
7 8