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
51
$767K 0.25%
9,149
+760
52
$763K 0.25%
1,606
-35
53
$748K 0.25%
2,678
-54
54
$744K 0.25%
2,236
55
$729K 0.24%
2,447
+42
56
$712K 0.24%
34,433
+1,496
57
$711K 0.24%
2,422
+3
58
$708K 0.23%
10,341
+141
59
$700K 0.23%
36,363
60
$687K 0.23%
3,735
-1,035
61
$679K 0.22%
5,073
-677
62
$678K 0.22%
10,267
+627
63
$675K 0.22%
2,850
-62
64
$666K 0.22%
1,928
+915
65
$666K 0.22%
2,384
-38
66
$642K 0.21%
1,346
+49
67
$627K 0.21%
44,334
+1,062
68
$626K 0.21%
947
+20
69
$612K 0.2%
1,803
-300
70
$604K 0.2%
7,159
71
$597K 0.2%
11,563
+82
72
$593K 0.2%
2,165
+27
73
$578K 0.19%
14,054
+2,628
74
$577K 0.19%
3,091
+16
75
$563K 0.19%
4,295
+35
1 2
3
4 5