BWM

Baron Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$941K
4
OVV icon
Ovintiv
OVV
+$367K
5
CBT icon
Cabot Corp
CBT
+$296K

Top Sells

1
+$815K
2
+$670K
3
+$529K
4
TSLA icon
Tesla
TSLA
+$411K
5
MSFT icon
Microsoft
MSFT
+$394K

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 7.91%
3 Financials 7.37%
4 Industrials 7.15%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.41%
2,047
+37
27
$1.21M 0.4%
1,654
+82
28
$1.21M 0.4%
1,599
+64
29
$1.19M 0.39%
3,616
+350
30
$1.15M 0.38%
4,661
+11
31
$1.12M 0.37%
4,594
-451
32
$1.09M 0.36%
11,686
33
$1.03M 0.34%
98,158
+2,846
34
$1.02M 0.34%
23,111
+1,358
35
$994K 0.33%
20,273
+1
36
$970K 0.32%
27,401
+302
37
$960K 0.32%
9,319
+516
38
$957K 0.32%
1,903
-112
39
$929K 0.31%
1,909
-266
40
$923K 0.31%
15,112
+218
41
$909K 0.3%
5,915
-63
42
$899K 0.3%
8,096
+459
43
$885K 0.29%
5,698
+177
44
$858K 0.28%
8,889
+26
45
$847K 0.28%
1,488
+31
46
$837K 0.28%
5,266
+50
47
$827K 0.27%
1,581
+7
48
$820K 0.27%
2,539
-962
49
$791K 0.26%
3,269
+9
50
$780K 0.26%
3,591
+66
1
2
3 4 5