BWM

Baron Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$15.3M
3
+$11.3M
4
SNA icon
Snap-on
SNA
+$4.73M
5
AAPL icon
Apple
AAPL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.97%
2 Technology 9.7%
3 Healthcare 7.34%
4 Industrials 6.89%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$661K 0.51%
+2,481
27
$641K 0.49%
+8,292
28
$627K 0.48%
+7,495
29
$612K 0.47%
+9,067
30
$595K 0.46%
+2,864
31
$574K 0.44%
+3,737
32
$569K 0.44%
+3,263
33
$563K 0.43%
+3,192
34
$562K 0.43%
+4,191
35
$542K 0.42%
+1,617
36
$515K 0.4%
+1,580
37
$512K 0.39%
+5,806
38
$510K 0.39%
+11,120
39
$508K 0.39%
+2,491
40
$494K 0.38%
+2,935
41
$469K 0.36%
+2,356
42
$454K 0.35%
+7,842
43
$453K 0.35%
+5,219
44
$447K 0.34%
+1,439
45
$442K 0.34%
+18,678
46
$439K 0.34%
+4,154
47
$439K 0.34%
+7,130
48
$431K 0.33%
+3,329
49
$429K 0.33%
+3,639
50
$426K 0.33%
+11,659
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