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
126
$1.04M 0.15%
28,226
-1,000
127
$1.04M 0.15%
29,643
+114
128
$1.03M 0.15%
38,454
+234
129
$1.02M 0.15%
5,218
+1
130
$1.02M 0.15%
70,830
+25,300
131
$1.01M 0.15%
23,626
132
$997K 0.15%
37,345
-5,320
133
$992K 0.15%
30,272
+230
134
$991K 0.15%
1,781
+400
135
$984K 0.15%
14,010
-9,602
136
$974K 0.14%
10,350
137
$972K 0.14%
14,282
-158
138
$963K 0.14%
+55,368
139
$960K 0.14%
14,752
140
$956K 0.14%
45,699
-1,500
141
$927K 0.14%
19,810
+85
142
$921K 0.14%
10,740
-908
143
$900K 0.13%
21,897
+1,400
144
$862K 0.13%
11,060
+60
145
$829K 0.12%
13,229
146
$826K 0.12%
10,425
-700
147
$818K 0.12%
31,920
+800
148
$803K 0.12%
9,935
149
$791K 0.12%
13,200
150
$754K 0.11%
9,632
+63
4 5
6
7 8