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
126
$977K 0.14%
27,126
127
$953K 0.14%
13,749
128
$946K 0.14%
+21,939
129
$941K 0.14%
12,212
130
$931K 0.14%
9,935
131
$920K 0.14%
23,186
+16,530
132
$912K 0.13%
29,156
-26,217
133
$902K 0.13%
27,598
-367
134
$893K 0.13%
12,866
-1,251
135
$885K 0.13%
11,000
-2
136
$872K 0.13%
19,000
+500
137
$858K 0.13%
13,785
-308
138
$793K 0.12%
16,306
+136
139
$774K 0.11%
10,893
+1,415
140
$760K 0.11%
15,200
+161
141
$755K 0.11%
53,370
-47,794
142
$740K 0.11%
6,420
+160
143
$735K 0.11%
+15,530
144
$711K 0.1%
29,322
-4,478
145
$700K 0.1%
14,920
146
$700K 0.1%
+8,530
147
$688K 0.1%
23,529
-97
148
$671K 0.1%
12,181
149
$648K 0.1%
24,515
-700
150
$646K 0.1%
8,549
4 5
6
7 8