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
176
$399K 0.06%
7,540
177
$391K 0.06%
16,085
-7,350
178
$390K 0.06%
30,625
+10,000
179
$369K 0.05%
+6,800
180
$369K 0.05%
5,667
181
$366K 0.05%
3,350
182
$366K 0.05%
8,270
-200
183
$352K 0.05%
3,815
-585
184
$348K 0.05%
14,102
-3,101
185
$326K 0.05%
5,000
186
$324K 0.05%
4,120
-154
187
$318K 0.05%
5,025
188
$316K 0.05%
11,281
189
$304K 0.04%
6,852
-40,416
190
$300K 0.04%
4,675
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191
$298K 0.04%
21,455
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192
$298K 0.04%
29,700
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193
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8,486
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194
$292K 0.04%
10,948
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195
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196
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2,974
197
$284K 0.04%
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198
$281K 0.04%
11,000
199
$279K 0.04%
13,429
-500
200
$267K 0.04%
+2,545
6 7
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