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
201
$259K 0.04%
10,000
202
$257K 0.04%
2,070
-261
203
$257K 0.04%
+11,900
204
$249K 0.04%
2,867
-250
205
$233K 0.03%
3,355
-5,475
206
$232K 0.03%
+4,309
207
$231K 0.03%
14,950
+1,000
208
$230K 0.03%
700
209
$229K 0.03%
3,133
-33,175
210
$229K 0.03%
5,284
211
$224K 0.03%
4,100
212
$215K 0.03%
1,535
-295
213
$214K 0.03%
16,450
-90,700
214
$212K 0.03%
3,500
215
$204K 0.03%
5,028
-1,550
216
$158K 0.02%
2,163
+479
217
$149K 0.02%
+3,309
218
$146K 0.02%
2,773
+467
219
$143K 0.02%
11,760
-13,271
220
$140K 0.02%
+56
221
$139K 0.02%
+2,045
222
$124K 0.02%
7,000
223
$121K 0.02%
+17,163
224
$102K 0.02%
+3,880
225
$97K 0.01%
1,666
7 8
9
10 11