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
$193M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$798K
3
+$683K
4
F icon
Ford
F
+$674K
5
TSLA icon
Tesla
TSLA
+$598K

Top Sells

1
+$507K
2
+$391K
3
+$389K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$359K
5
CMA icon
Comerica
CMA
+$351K

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 9.73%
3 Industrials 6.87%
4 Healthcare 6.35%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 0.45%
3,276
-75
27
$848K 0.44%
4,623
+121
28
$846K 0.44%
3,783
-22
29
$834K 0.43%
1,871
+242
30
$834K 0.43%
3,242
-65
31
$826K 0.43%
17,787
-5,522
32
$742K 0.38%
1,456
-34
33
$741K 0.38%
2,967
+16
34
$738K 0.38%
9,101
+18
35
$736K 0.38%
1,464
-4
36
$728K 0.38%
1,317
+69
37
$705K 0.37%
1,607
+10
38
$702K 0.36%
892
-4
39
$678K 0.35%
3,074
-292
40
$655K 0.34%
3,229
+8
41
$635K 0.33%
2,355
42
$632K 0.33%
19,600
43
$622K 0.32%
8,392
-52
44
$598K 0.31%
+3,023
45
$591K 0.31%
2,236
46
$588K 0.3%
8,146
+1,603
47
$583K 0.3%
2,407
48
$581K 0.3%
18,488
+134
49
$579K 0.3%
1,759
-11
50
$576K 0.3%
11,812
-67
1
2
3 4 5