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
151
$635K 0.09%
6,000
152
$634K 0.09%
6,619
-1,060
153
$620K 0.09%
15,000
-200
154
$615K 0.09%
5,375
-100
155
$610K 0.09%
9,328
+220
156
$600K 0.09%
28,092
+1,842
157
$591K 0.09%
18,640
-1,064
158
$572K 0.08%
5,830
159
$562K 0.08%
1,330
-325
160
$560K 0.08%
7,595
-398
161
$548K 0.08%
8,495
162
$534K 0.08%
9,119
-132,086
163
$531K 0.08%
12,996
164
$528K 0.08%
1,459
165
$521K 0.08%
4,316
-175
166
$506K 0.07%
5,305
167
$490K 0.07%
14,835
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168
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19,754
+1,188
169
$446K 0.07%
5,294
170
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10,150
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171
$438K 0.06%
23,942
172
$421K 0.06%
10,183
-292
173
$420K 0.06%
5,429
-150
174
$419K 0.06%
11,618
175
$404K 0.06%
4,995
5 6
7
8 9