BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+7.54%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$673M
AUM Growth
+$50.3M
(+8.1%)
Cap. Flow
+$8.81M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
23.85%
Holding
264
New
24
Increased
118
Reduced
52
Closed
17
Top Buys
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$4.96M |
| 2 |
First Solar
FSLR
|
$3.63M |
| 3 |
JPMorgan Chase
JPM
|
$1.98M |
| 4 |
SUNE
SUNEDISON, INC COM
SUNE
|
$1.9M |
| 5 |
Kimberly-Clark
KMB
|
$1.76M |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$11.1M |
| 2 |
Vodafone
VOD
|
$2.28M |
| 3 |
Amgen
AMGN
|
$1.89M |
| 4 |
CERN
Cerner Corp
CERN
|
$1.68M |
| 5 |
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% |
