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
$486M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.8M
3
+$2.56M
4
ST icon
Sensata Technologies
ST
+$1.92M
5
LDP icon
Cohen & Steers Duration Preferred & Income Fund
LDP
+$1.68M

Top Sells

1
+$7.82M
2
+$3.59M
3
+$3.41M
4
ADBE icon
Adobe
ADBE
+$2.98M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Financials 14.55%
2 Healthcare 14.38%
3 Technology 12.3%
4 Energy 11.84%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$110K 0.02%
3,680
202
$108K 0.02%
935
-100
203
$104K 0.02%
8,870
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204
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205
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850
206
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207
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208
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902
210
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211
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212
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213
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214
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215
$91K 0.02%
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216
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218
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219
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220
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221
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222
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223
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224
$85K 0.02%
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225
$84K 0.02%
100
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