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
$704M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$2.74M
3
+$2.38M
4
DD
Du Pont De Nemours E I
DD
+$2.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.19M

Top Sells

1
+$7.93M
2
+$2.31M
3
+$1.87M
4
CL icon
Colgate-Palmolive
CL
+$1.76M
5
ROK icon
Rockwell Automation
ROK
+$1.67M

Sector Composition

1 Energy 18.11%
2 Industrials 12.9%
3 Healthcare 11.94%
4 Technology 11.42%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.15%
14,508
+498
127
$1.09M 0.15%
40,566
+2,112
128
$1.08M 0.15%
14,093
+3,353
129
$1.07M 0.15%
77,380
+6,550
130
$1.06M 0.15%
+10,902
131
$1.05M 0.15%
41,250
-2,750
132
$1.05M 0.15%
22,745
+371
133
$1.04M 0.15%
11,026
+676
134
$1.03M 0.15%
7,040
-288
135
$1.02M 0.14%
30,018
+375
136
$1.02M 0.14%
46,450
+33,580
137
$1.01M 0.14%
30,859
+1,999
138
$944K 0.13%
14,406
+124
139
$936K 0.13%
21,025
+1,215
140
$935K 0.13%
12,769
-6,186
141
$931K 0.13%
+14,357
142
$854K 0.12%
23,626
143
$854K 0.12%
+33,920
144
$847K 0.12%
11,002
-58
145
$835K 0.12%
13,592
-1,160
146
$808K 0.11%
9,935
147
$805K 0.11%
+60,350
148
$784K 0.11%
10,490
+65
149
$763K 0.11%
15,800
150
$754K 0.11%
32,120
+200
4 5
6
7 8