BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+6.1%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$642M
AUM Growth
+$20.1M
(+3.2%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
523
New
31
Increased
90
Reduced
98
Closed
43
Top Buys
| 1 |
Medtronic
MDT
|
$7.1M |
| 2 |
Ingredion
INGR
|
$4.28M |
| 3 |
Honeywell
HON
|
$3.92M |
| 4 |
Mohawk Industries
MHK
|
$2.48M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$2.47M |
Top Sells
| 1 |
JWN
Nordstrom
JWN
|
$9.92M |
| 2 |
Nike
NKE
|
$8.06M |
| 3 |
GE Aerospace
GE
|
$7.44M |
| 4 |
Hasbro
HAS
|
$3.67M |
| 5 |
Alaska Air
ALK
|
$3.16M |
Sector Composition
| 1 | Financials | 17.82% |
| 2 | Consumer Discretionary | 12.59% |
| 3 | Healthcare | 11.91% |
| 4 | Technology | 11.14% |
| 5 | Industrials | 9.84% |
