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
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.03%
1,144
+614
152
$277K 0.03%
10,796
-2,200
153
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+149
154
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155
$274K 0.03%
4,899
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156
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600
157
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14,000
158
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+13,616
159
$263K 0.03%
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160
$260K 0.03%
1,421
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161
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+168
162
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483
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163
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500
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164
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165
$249K 0.03%
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166
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167
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168
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169
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170
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171
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172
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173
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18,236
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174
$223K 0.03%
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175
$213K 0.03%
4,600
5 6
7
8 9