BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+5.67%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$551M
AUM Growth
+$65.2M
(+13%)
Cap. Flow
+$46.9M
Cap. Flow
% of AUM
8.5%
Top 10 Holdings %
Top 10 Hldgs %
32.52%
Holding
596
New
130
Increased
61
Reduced
142
Closed
57
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$16.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$13.9M |
| 3 |
Humana
HUM
|
$12.1M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$7.89M |
| 5 |
Hasbro
HAS
|
$7.74M |
Top Sells
| 1 |
Novartis
NVS
|
$8.95M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$6.77M |
| 3 |
First Solar
FSLR
|
$5.59M |
| 4 |
Wells Fargo
WFC
|
$3.6M |
| 5 |
Thermo Fisher Scientific
TMO
|
$2.72M |
Sector Composition
| 1 | Financials | 14.09% |
| 2 | Healthcare | 12.96% |
| 3 | Consumer Discretionary | 11.14% |
| 4 | Energy | 10.7% |
| 5 | Technology | 9.88% |
