BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+3.36%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$622M
AUM Growth
-$15K
(-0%)
Cap. Flow
-$19.2M
Cap. Flow
% of AUM
-3.08%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
522
New
40
Increased
52
Reduced
111
Closed
30
Top Buys
| 1 |
Starbucks
SBUX
|
$5.7M |
| 2 |
KLA
KLAC
|
$4.81M |
| 3 |
Healthcare Realty
HR
|
$1.65M |
| 4 |
Treehouse Foods
THS
|
$1.45M |
| 5 |
DuPont de Nemours
DD
|
$1.26M |
Top Sells
| 1 |
United Rentals
URI
|
$8.63M |
| 2 |
Schlumberger
SLB
|
$5.93M |
| 3 |
Akamai
AKAM
|
$1.83M |
| 4 |
Apple
AAPL
|
$1.37M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$1.36M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Consumer Discretionary | 14.52% |
| 3 | Healthcare | 11.27% |
| 4 | Technology | 11.16% |
| 5 | Industrials | 10.42% |
