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
76
$302K 0.23%
+2,935
77
$297K 0.23%
+6,131
78
$295K 0.23%
+4,362
79
$295K 0.23%
+2,025
80
$293K 0.23%
+952
81
$293K 0.23%
+950
82
$291K 0.22%
+1,203
83
$290K 0.22%
+11,880
84
$285K 0.22%
+2,818
85
$285K 0.22%
+1,165
86
$281K 0.22%
+5,803
87
$280K 0.21%
+19,160
88
$279K 0.21%
+7,992
89
$276K 0.21%
+3,120
90
$274K 0.21%
+2,470
91
$273K 0.21%
+1,688
92
$272K 0.21%
+1,735
93
$266K 0.2%
+3,702
94
$266K 0.2%
+7,207
95
$261K 0.2%
+5,637
96
$258K 0.2%
+3,072
97
$252K 0.19%
+3,678
98
$252K 0.19%
+5,328
99
$252K 0.19%
+1,393
100
$249K 0.19%
+3,708
2 3
4
5 6