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
51
$425K 0.33%
+1,724
52
$424K 0.33%
+10,774
53
$422K 0.32%
+1,310
54
$414K 0.32%
+2,564
55
$413K 0.32%
+5,870
56
$409K 0.31%
+4,127
57
$409K 0.31%
+1,739
58
$404K 0.31%
+3,050
59
$403K 0.31%
+6,462
60
$386K 0.3%
+701
61
$382K 0.29%
+2,237
62
$379K 0.29%
+4,456
63
$376K 0.29%
+7,892
64
$372K 0.29%
+912
65
$372K 0.29%
+4,193
66
$360K 0.28%
+3,569
67
$359K 0.28%
+4,511
68
$350K 0.27%
+5,541
69
$341K 0.26%
+877
70
$339K 0.26%
+6,841
71
$325K 0.25%
+1,474
72
$308K 0.24%
+2,662
73
$307K 0.24%
+7,797
74
$304K 0.23%
+3,651
75
$304K 0.23%
+5,336
1 2
3
4 5