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
51
$635K 0.3%
19,975
+153
52
$631K 0.3%
1,926
+35
53
$629K 0.3%
2,932
54
$596K 0.28%
+13,558
55
$594K 0.28%
8,291
+6
56
$572K 0.27%
4,549
+1
57
$566K 0.27%
2,868
-293
58
$554K 0.26%
2,637
+38
59
$521K 0.25%
5,195
-5,148
60
$520K 0.24%
1,883
-58
61
$518K 0.24%
983
+45
62
$518K 0.24%
3,057
+18
63
$514K 0.24%
8,210
64
$510K 0.24%
3,638
+10
65
$503K 0.24%
4,519
+370
66
$500K 0.24%
2,739
+3
67
$493K 0.23%
4,389
68
$490K 0.23%
1,690
+123
69
$484K 0.23%
7,678
-983
70
$483K 0.23%
5,352
71
$471K 0.22%
2,648
+29
72
$470K 0.22%
7,360
+263
73
$458K 0.22%
9,873
74
$448K 0.21%
+1,382
75
$436K 0.21%
1,882
+109
1 2
3
4 5