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
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$188K 0.03%
+1,200
202
$187K 0.03%
+1,400
203
$183K 0.03%
+2,039
204
$182K 0.03%
+4,500
205
$181K 0.03%
+6,327
206
$166K 0.03%
2,419
-448
207
$159K 0.03%
8,600
-5,599
208
$146K 0.03%
+3,034
209
$144K 0.03%
+1,725
210
$143K 0.03%
+1,200
211
$137K 0.02%
525
-863
212
$137K 0.02%
+2,825
213
$132K 0.02%
+8,625
214
$128K 0.02%
+1,500
215
$127K 0.02%
+4,207
216
$126K 0.02%
+2,059
217
$124K 0.02%
+1,210
218
$121K 0.02%
+1,583
219
$119K 0.02%
+4,650
220
$116K 0.02%
1,210
-19,759
221
$116K 0.02%
1,421
-21,570
222
$116K 0.02%
+1,100
223
$115K 0.02%
1,035
-850
224
$115K 0.02%
+1,457
225
$114K 0.02%
+3,680
7 8
9
10 11