BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+0.13%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$674M
AUM Growth
-$4.42M
(-0.65%)
Cap. Flow
-$587K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
24.53%
Holding
267
New
18
Increased
94
Reduced
63
Closed
18
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
$4.65M |
| 2 |
Blackstone
BX
|
$4.49M |
| 3 |
First Solar
FSLR
|
$4.04M |
| 4 |
GCI
Gannett Co., Inc
GCI
|
$2.9M |
| 5 |
Sensata Technologies
ST
|
$1.93M |
Top Sells
| 1 |
Micron Technology
MU
|
$10.1M |
| 2 |
JAH
JARDEN CORPORATION
JAH
|
$4.53M |
| 3 |
TEGNA Inc
TGNA
|
$4.09M |
| 4 |
Avista
AVA
|
$3.48M |
| 5 |
Union Pacific
UNP
|
$1.48M |
Sector Composition
| 1 | Financials | 13.21% |
| 2 | Energy | 12.94% |
| 3 | Technology | 12.41% |
| 4 | Healthcare | 12.34% |
| 5 | Consumer Discretionary | 11.39% |
