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Institutional Investment Manager
BALDWIN WEALTH PARTNERS LLC/MA
BALDWIN WEALTH PARTNERS LLC/MA (CIK: 0001021258) incorporated in Delaware, located at 204 Spring Street, Marion, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 501 holdings with a total value of $557,097,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CHURCH & DWIGHT 25,844 2,382,000 0.43%
52 HOLOGIC INC 67,126 2,316,000 0.42%
53 BALL CORP 32,343 2,306,000 0.41%
54 HANNON ARMSTRONG SUST INFR C 118,685 2,281,000 0.41%
55 PNC FINL SVCS GROUP INC 26,573 2,247,000 0.40%
56 KROGER CO 58,365 2,232,000 0.40%
57 COMCAST CORP NEW 35,435 2,164,000 0.39%
58 PROLOGIS INC 48,564 2,146,000 0.39%
59 CVS HEALTH CORP 20,555 2,132,000 0.38%
60 HARTFORD FINL SVCS GROUP INC 46,144 2,126,000 0.38%
61 LOWES COS INC 26,475 2,005,000 0.36%
62 3M CO 11,970 1,995,000 0.36%
63 CARDINAL HEALTH INC 23,845 1,954,000 0.35%
64 BECTON DICKINSON & CO 12,848 1,951,000 0.35%
65 INTEL CORP 59,076 1,911,000 0.34%
66 STARBUCKS CORP 31,929 1,906,000 0.34%
67 OCCIDENTAL PETE CORP DEL 27,825 1,904,000 0.34%
68 FISERV INC 18,267 1,874,000 0.34%
69 GENERAL MLS INC 28,361 1,797,000 0.32%
70 STANLEY BLACK &DECKER INC 16,934 1,782,000 0.32%
71 EOG RES INC 24,389 1,770,000 0.32%
72 AT&T INC 44,545 1,745,000 0.31%
73 AMER STATES WTR CO 42,999 1,692,000 0.30%
74 AMERICAN WTR WKS CO INC NEW 24,469 1,687,000 0.30%
75 PROGRESSIVE CORP OHIO 47,354 1,664,000 0.30%
76 INTERNATIONAL BUSINESS MACHS 10,918 1,654,000 0.30%
77 JETBLUE AIRWAYS CORP 77,134 1,629,000 0.29%
78 HONEYWELL INTL INC 14,348 1,608,000 0.29%
79 A O SMITH 20,756 1,584,000 0.28%
80 EQUINIX 4,540 1,501,000 0.27%
81 DU PONT E I DE NEMOURS & CO 23,250 1,472,000 0.26%
82 PROCTER AND GAMBLE CO 17,540 1,444,000 0.26%
83 ORACLE CORP 35,159 1,438,000 0.26%
84 NEXTERA ENERGY INC 12,130 1,435,000 0.26%
85 ACCENTURE PLC IRELAND 11,885 1,372,000 0.25%
86 UNION PAC CORP 17,229 1,371,000 0.25%
87 EMERSON ELEC CO 24,995 1,359,000 0.24%
88 CHEVRON CORP NEW 13,968 1,333,000 0.24%
89 ILLINOIS TOOL WKS INC 12,995 1,331,000 0.24%
90 PHILIP MORRIS INTL INC 13,521 1,327,000 0.24%
91 EXPEDIA INC DEL 12,067 1,301,000 0.23%
92 PFIZER INC 43,181 1,280,000 0.23%
93 WESTROCK CO 32,760 1,279,000 0.23%
94 DISNEY WALT CO 12,838 1,275,000 0.23%
95 XYLEM INC 31,031 1,269,000 0.23%
96 AVALONBAY COMM 6,645 1,264,000 0.23%
97 SPDR S&P 500 ETF TR 6,148 1,264,000 0.23%
98 VODAFONE GROUP PLC NEW 39,218 1,257,000 0.23%
99 HENRY SCHEIN INC 7,192 1,242,000 0.22%
100 WATERS CORP 9,355 1,234,000 0.22%
Page 2 of 11

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-016774, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.