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
$212M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.19M
3
+$720K
4
F icon
Ford
F
+$600K
5
BAC icon
Bank of America
BAC
+$596K

Top Sells

1
+$517K
2
+$403K
3
+$370K
4
AMT icon
American Tower
AMT
+$363K
5
MTB icon
M&T Bank
MTB
+$298K

Sector Composition

1 Technology 12.88%
2 Consumer Discretionary 9.02%
3 Industrials 8.03%
4 Financials 6.66%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.48%
962
+3
27
$1.02M 0.48%
2,043
+55
28
$951K 0.45%
12,582
+127
29
$933K 0.44%
1,845
-78
30
$933K 0.44%
4,930
+231
31
$903K 0.43%
6,235
-1,574
32
$898K 0.42%
3,779
33
$871K 0.41%
4,575
+205
34
$868K 0.41%
3,517
+114
35
$857K 0.4%
1,487
+22
36
$808K 0.38%
9,135
+28
37
$807K 0.38%
1,780
+50
38
$776K 0.37%
871
+6
39
$758K 0.36%
8,392
+130
40
$735K 0.35%
20,434
+152
41
$718K 0.34%
3,248
+9
42
$701K 0.33%
24,032
-5,539
43
$679K 0.32%
2,960
-21
44
$674K 0.32%
1,060
-1
45
$662K 0.31%
1,581
-22
46
$646K 0.3%
2,236
47
$639K 0.3%
2,320
+3
48
$638K 0.3%
2,416
+3
49
$638K 0.3%
1,226
-119
50
$638K 0.3%
10,769
-20
1
2
3 4 5