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
51
$572K 0.3%
8,343
+58
52
$557K 0.29%
3,203
-446
53
$540K 0.28%
1,410
54
$530K 0.27%
2,975
-18
55
$520K 0.27%
7,676
+724
56
$518K 0.27%
1,274
+53
57
$500K 0.26%
1,295
-186
58
$499K 0.26%
739
-55
59
$496K 0.26%
4,501
+14
60
$489K 0.25%
1,188
-7
61
$484K 0.25%
2,645
-15
62
$482K 0.25%
3,005
+39
63
$456K 0.24%
6,433
+102
64
$455K 0.24%
934
65
$447K 0.23%
5,319
+693
66
$438K 0.23%
866
+126
67
$436K 0.23%
2,162
+163
68
$436K 0.23%
4,483
-2
69
$435K 0.23%
1,706
-16
70
$426K 0.22%
5,465
-422
71
$421K 0.22%
3,549
+356
72
$414K 0.21%
872
+2
73
$409K 0.21%
5,357
-26
74
$400K 0.21%
4,032
-24
75
$394K 0.2%
1,224
-3
1 2
3
4 5