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
76
$392K 0.2%
2,288
-364
77
$392K 0.2%
7,478
+368
78
$387K 0.2%
2,714
-72
79
$377K 0.2%
417
-28
80
$376K 0.2%
1,107
+4
81
$375K 0.19%
14,070
+1,744
82
$371K 0.19%
4,161
+23
83
$370K 0.19%
4,142
+419
84
$367K 0.19%
1,102
+7
85
$362K 0.19%
4,806
-445
86
$359K 0.19%
3,246
87
$354K 0.18%
2,529
-12
88
$354K 0.18%
3,072
+516
89
$352K 0.18%
7,022
90
$344K 0.18%
7,185
+94
91
$341K 0.18%
638
+7
92
$340K 0.18%
4,619
-2,012
93
$335K 0.17%
3,429
-20
94
$332K 0.17%
1,287
+347
95
$331K 0.17%
567
-36
96
$326K 0.17%
4,189
-74
97
$325K 0.17%
2,279
+177
98
$324K 0.17%
2,576
-462
99
$316K 0.16%
1,823
-58
100
$316K 0.16%
4,102
-1,646
2 3
4
5 6