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
151
$369K 0.06%
3,281
+262
152
$368K 0.06%
+10,275
153
$366K 0.06%
10,132
154
$352K 0.06%
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155
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156
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157
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2,475
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158
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159
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160
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161
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162
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163
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600
164
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165
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166
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4,650
167
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169
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2,166
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171
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43,300
172
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173
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174
$242K 0.04%
11,400
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175
$235K 0.04%
1,025
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7
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