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
$673M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.63M
3
+$1.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$1.9M
5
KMB icon
Kimberly-Clark
KMB
+$1.76M

Top Sells

1
+$11.1M
2
+$2.28M
3
+$1.89M
4
CERN
Cerner Corp
CERN
+$1.68M
5
MA icon
Mastercard
MA
+$1.67M

Sector Composition

1 Energy 18.59%
2 Industrials 13.21%
3 Technology 11.24%
4 Healthcare 11.07%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 3.46%
805,405
+16,419
2
$21.5M 3.19%
924,292
+30,980
3
$17.6M 2.61%
167,916
+580
4
$17.5M 2.6%
447,724
+1,354
5
$17M 2.52%
202,298
+852
6
$13.3M 1.98%
221,515
+7,306
7
$12.6M 1.88%
192,497
+9,194
8
$12.6M 1.88%
99,799
+462
9
$12.5M 1.86%
1,218,486
+7,785
10
$12.5M 1.86%
195,098
+645
11
$12.3M 1.83%
583,555
+22,517
12
$12.1M 1.79%
737,443
+52,109
13
$11.9M 1.77%
216,888
+5,580
14
$11.8M 1.76%
299,202
-10,871
15
$11.5M 1.7%
91,005
+1,638
16
$11.2M 1.67%
186,997
+6,295
17
$10.5M 1.55%
128,940
+762
18
$10.2M 1.51%
176,597
+34,419
19
$10.1M 1.51%
79,267
-1,782
20
$9.98M 1.48%
145,554
+11,916
21
$9.9M 1.47%
148,692
+4,120
22
$9.82M 1.46%
146,494
+3,563
23
$9.6M 1.42%
273,092
+6,410
24
$9.33M 1.39%
104,457
-2,533
25
$8.86M 1.32%
168,630
+2,672
1
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