BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+7.5%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$1.47B
AUM Growth
+$47M
(+3.3%)
Cap. Flow
-$33.3M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
41.78%
Holding
238
New
10
Increased
35
Reduced
121
Closed
20
Top Buys
| 1 |
ASML
ASML
|
$13M |
| 2 |
Otis Worldwide
OTIS
|
$11.6M |
| 3 |
Novo Nordisk
NVO
|
$801K |
| 4 |
Danaher
DHR
|
$479K |
| 5 |
BWX Technologies
BWXT
|
$411K |
Top Sells
| 1 |
Microsoft
MSFT
|
$14.3M |
| 2 |
Honeywell
HON
|
$11.7M |
| 3 |
NVIDIA
NVDA
|
$4.94M |
| 4 |
Analog Devices
ADI
|
$3.41M |
| 5 |
Amazon
AMZN
|
$1.93M |
Sector Composition
| 1 | Technology | 28.21% |
| 2 | Financials | 12.75% |
| 3 | Healthcare | 7.95% |
| 4 | Industrials | 7.42% |
| 5 | Consumer Discretionary | 7.2% |
