BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
-11.18%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$596M
AUM Growth
-$118M
(-16%)
Cap. Flow
-$27.5M
Cap. Flow
% of AUM
-4.61%
Top 10 Holdings %
Top 10 Hldgs %
31.46%
Holding
563
New
36
Increased
79
Reduced
86
Closed
49
Top Buys
| 1 |
Consolidated Edison
ED
|
$7.11M |
| 2 |
Accenture
ACN
|
$4.58M |
| 3 |
Verizon
VZ
|
$3.73M |
| 4 |
Cisco
CSCO
|
$1.15M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.05M |
Top Sells
| 1 |
Marriott International Class A Common Stock
MAR
|
$7.4M |
| 2 |
KLA
KLAC
|
$5.94M |
| 3 |
Manulife Financial
MFC
|
$5.56M |
| 4 |
United Parcel Service
UPS
|
$3.61M |
| 5 |
Ingredion
INGR
|
$3.56M |
Sector Composition
| 1 | Financials | 17.19% |
| 2 | Healthcare | 14.5% |
| 3 | Technology | 11.23% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.93% |
