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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$744K 0.11%
15,800
152
$727K 0.11%
8,749
153
$721K 0.11%
5,166
+350
154
$647K 0.1%
+14,990
155
$644K 0.1%
+29,282
156
$635K 0.09%
18,500
+8,500
157
$625K 0.09%
7,203
-700
158
$621K 0.09%
5,575
-50
159
$595K 0.09%
20,204
160
$585K 0.09%
9,573
+423
161
$570K 0.08%
35,100
-68,160
162
$568K 0.08%
30,164
+14,159
163
$548K 0.08%
6,235
164
$538K 0.08%
6,260
+360
165
$534K 0.08%
23,120
+6,680
166
$522K 0.08%
1,655
+805
167
$507K 0.08%
10,281
168
$482K 0.07%
3,350
169
$472K 0.07%
5,690
+625
170
$462K 0.07%
16,397
-211
171
$455K 0.07%
10,550
172
$441K 0.07%
30,200
+9,000
173
$436K 0.06%
16,336
+2,785
174
$427K 0.06%
8,108
+788
175
$425K 0.06%
10,475
5 6
7
8 9