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
176
$422K 0.06%
4,995
+365
177
$420K 0.06%
23,942
178
$412K 0.06%
4,885
179
$407K 0.06%
+8,395
180
$406K 0.06%
6,625
-200
181
$397K 0.06%
3,145
182
$397K 0.06%
6,386
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183
$384K 0.06%
40,940
184
$368K 0.05%
8,400
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185
$344K 0.05%
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-329
186
$343K 0.05%
9,843
-1,815
187
$336K 0.05%
2,825
188
$330K 0.05%
11,900
189
$324K 0.05%
14,800
190
$323K 0.05%
6,000
191
$315K 0.05%
514
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192
$313K 0.05%
8,631
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193
$309K 0.05%
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194
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9,239
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195
$302K 0.04%
12,870
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196
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197
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2,261
+245
198
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4,843
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199
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2,831
+160
200
$284K 0.04%
18,470
+5,300
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