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
201
$280K 0.04%
11,000
-1,316
202
$279K 0.04%
6,580
203
$275K 0.04%
11,281
-1,505
204
$266K 0.04%
5,500
205
$264K 0.04%
+13,000
206
$260K 0.04%
3,800
207
$260K 0.04%
19,123
208
$258K 0.04%
5,000
209
$248K 0.04%
5,500
210
$248K 0.04%
10,000
-500
211
$244K 0.04%
2,054
212
$242K 0.04%
+4,100
213
$240K 0.04%
6,980
214
$236K 0.04%
14,775
215
$231K 0.03%
7,031
216
$228K 0.03%
+5,250
217
$217K 0.03%
+3,500
218
$208K 0.03%
+2,700
219
$204K 0.03%
4,700
220
$203K 0.03%
+6,500
221
$203K 0.03%
+5,000
222
$202K 0.03%
28,000
+15,000
223
$201K 0.03%
+14,938
224
$197K 0.03%
+2,518
225
$180K 0.03%
+5,558
7 8
9
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