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
76
$551K 0.18%
2,190
-57
77
$550K 0.18%
47,381
+1,361
78
$548K 0.18%
1,941
-178
79
$547K 0.18%
9,319
80
$539K 0.18%
2,456
81
$534K 0.18%
3,190
+29
82
$532K 0.18%
21,419
+335
83
$531K 0.18%
2,587
-355
84
$522K 0.17%
655
+23
85
$518K 0.17%
2,614
-88
86
$510K 0.17%
668
+26
87
$491K 0.16%
6,404
-185
88
$489K 0.16%
2,877
89
$488K 0.16%
8,332
+256
90
$487K 0.16%
16,927
-837
91
$484K 0.16%
758
-9
92
$483K 0.16%
4,321
+161
93
$476K 0.16%
4,224
+1,107
94
$466K 0.15%
1,534
-70
95
$462K 0.15%
5,778
+414
96
$460K 0.15%
1,723
-62
97
$460K 0.15%
1,245
+11
98
$458K 0.15%
3,614
-91
99
$457K 0.15%
3,597
+87
100
$455K 0.15%
10,883
+901
2 3
4
5 6