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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 (2017Q1)
Portfolio Summary: 500 holdings with a total value of $606,437,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 JPMORGAN CHASE & CO 27,444 2,411,000 0.40%
52 ZOETIS INC 44,470 2,373,000 0.39%
53 PROLOGIS INC 43,135 2,238,000 0.37%
54 3M CO 11,150 2,134,000 0.35%
55 HANNON ARMSTRONG SUST INFR C 92,333 1,865,000 0.31%
56 HEXCEL CORP NEW COM 33,421 1,823,000 0.30%
57 WELLS FARGO & CO NEW 32,545 1,811,000 0.30%
58 INTERNATIONAL BUSINESS MACHS 10,144 1,766,000 0.29%
59 NEXTERA ENERGY INC 13,230 1,698,000 0.28%
60 AMERIGAS PARTNERS L P 35,687 1,681,000 0.28%
61 ZIMMER BIOMET HLDGS INC 13,685 1,671,000 0.28%
62 XYLEM INC 33,020 1,658,000 0.27%
63 GOLAR LNG PARTNERS LP 70,287 1,570,000 0.26%
64 GOLAR LNG LTD 55,115 1,539,000 0.25%
65 HONEYWELL INTL INC 11,994 1,498,000 0.25%
66 AMERICAN WTR WKS CO INC NEW 18,739 1,457,000 0.24%
67 ORACLE CORP 32,603 1,454,000 0.24%
68 THERMO FISHER SCIENTIFIC INC 9,350 1,436,000 0.24%
69 CHEVRON CORP NEW 13,228 1,420,000 0.23%
70 DU PONT E I DE NEMOURS & CO 17,600 1,414,000 0.23%
71 JETBLUE AIRWAYS CORP 68,585 1,414,000 0.23%
72 ADOBE INC 10,789 1,404,000 0.23%
73 BANK NEW YORK MELLON CORP 29,351 1,386,000 0.23%
74 ACCENTURE PLC IRELAND 11,501 1,379,000 0.23%
75 EMERSON ELEC CO 23,044 1,379,000 0.23%
76 PHILIP MORRIS INTL INC 10,906 1,231,000 0.20%
77 CANADIAN NATL RY CO 16,305 1,205,000 0.20%
78 KIMBERLY CLARK CORP 9,158 1,205,000 0.20%
79 TOMPKINS FINL CORP COM 14,883 1,199,000 0.20%
80 PROCTER AND GAMBLE CO 13,195 1,186,000 0.20%
81 ONEOK PARTNERS LP 21,604 1,166,000 0.19%
82 MCCORMICK & CO INC 11,497 1,122,000 0.19%
83 PFIZER INC 32,740 1,120,000 0.18%
84 BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC) 68,136 1,117,000 0.18%
85 CHUBB LIMITED 8,109 1,105,000 0.18%
86 WATERS CORP 6,960 1,088,000 0.18%
87 DISNEY WALT CO 9,457 1,072,000 0.18%
88 ROPER TECHNOLOGIES INC 5,087 1,050,000 0.17%
89 MSCI INC 10,530 1,023,000 0.17%
90 BRIGHT HORIZONS FAM SOL IN DEL COM 13,790 1,000,000 0.16%
91 ISHARES TR 9,292 967,000 0.16%
92 CELGENE CORP 7,670 954,000 0.16%
93 OWENS-ILLINOIS, INC. 44,614 909,000 0.15%
94 TARGA RES CORP 15,178 909,000 0.15%
95 ENERGY TRANSFER PRTNRS L P 24,695 902,000 0.15%
96 HOLOGIC INC 20,788 885,000 0.15%
97 COMCAST CORP NEW 22,854 859,000 0.14%
98 PACWEST BANCORP DEL COM 15,592 830,000 0.14%
99 PLAINS ALL AMERN PIPELINE L 25,709 813,000 0.13%
100 CITRIX SYS INC 9,730 811,000 0.13%
Page 2 of 10

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-003478, filed 2017.04.17).

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.