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
$606M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$7.87M
3
+$6.76M
4
MET icon
MetLife
MET
+$5.67M
5
AKAM icon
Akamai
AKAM
+$4.28M

Top Sells

1
+$11.9M
2
+$6.62M
3
+$3.35M
4
FRC
First Republic Bank
FRC
+$2.91M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M

Sector Composition

1 Financials 16.35%
2 Consumer Discretionary 13.83%
3 Technology 11.15%
4 Industrials 11%
5 Healthcare 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$504K 0.08%
7,349
-500
127
$500K 0.08%
2
128
$495K 0.08%
5,500
129
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130
$478K 0.08%
18,070
-8,852
131
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12,796
132
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6,512
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133
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134
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10,712
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135
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136
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3,500
137
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138
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139
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18,300
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140
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10,800
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141
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142
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143
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144
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7,959
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145
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146
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24,095
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147
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12,205
-1,019
148
$381K 0.06%
2,974
149
$380K 0.06%
19,500
150
$378K 0.06%
8,503
4 5
6
7 8