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
76
$433K 0.2%
1,193
+72
77
$432K 0.2%
7,379
78
$429K 0.2%
4,143
-146
79
$417K 0.2%
540
-10
80
$414K 0.19%
2,527
81
$414K 0.19%
5,773
-394
82
$409K 0.19%
1,211
+2
83
$408K 0.19%
1,692
+313
84
$401K 0.19%
3,544
+1,488
85
$399K 0.19%
1,109
+3
86
$399K 0.19%
964
+41
87
$397K 0.19%
872
88
$395K 0.19%
1,603
-9
89
$394K 0.19%
647
+3
90
$393K 0.18%
1,917
91
$390K 0.18%
12,709
-1,691
92
$383K 0.18%
4,201
+13
93
$382K 0.18%
7,978
-167
94
$381K 0.18%
652
+37
95
$380K 0.18%
7,277
+92
96
$378K 0.18%
3,517
+537
97
$375K 0.18%
2,903
-6
98
$371K 0.17%
1,117
-70
99
$368K 0.17%
3,183
+16
100
$368K 0.17%
1,269
+25
2 3
4
5 6