BWM
Baron Wealth Management Portfolio holdings
AUM $228M
AUM
$228M
AUM Growth
+$15.1M (+7%)
Cap. Flow
+$34.7M
Cap. Flow % of AUM
15.23%
Top 10 Holdings %Top 10 Hldgs %
57.82%
Holding
238
New
45
Increased
77
Reduced
74
Closed
28
Top Buys
| 1 | $12M | |
| 2 | $11.4M | |
| 3 | $833K | |
| 4 | $683K | |
| 5 | $494K |
Top Sells
| 1 | $1.61M | |
| 2 | $959K | |
| 3 | $958K | |
| 4 | $200K | |
| 5 | $198K |
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Financials | 8.01% |
| 3 | Industrials | 7.85% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Healthcare | 5.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $369K | 0.16% | 5,153 +1,205 | +31% | +$86.3K | |||
| $357K | 0.16% | 850 -114 | -12% | -$47.9K | |||
| $352K | 0.15% | 3,493 -47 | -1% | -$4.74K | |||
| $352K | 0.15% | 3,568 -951 | -21% | -$93.9K | |||
| $347K | 0.15% | 516 +17 | +3% | +$11.4K | |||
| $346K | 0.15% | 1,134 +168 | +17% | +$51.3K | |||
| $340K | 0.15% | 686 -3 | -0.4% | -$1.49K | |||
| $338K | 0.15% | 342 +132 | +63% | +$130K | |||
| $338K | 0.15% | 1,492 +231 | +18% | +$52.3K | |||
| $338K | 0.15% | 2,014 -37 | -2% | -$6.2K | |||
| $337K | 0.15% | 3,345 -1,850 | -36% | -$186K | |||
| $334K | 0.15% | 1,784 | – | – | |||
| $334K | 0.15% | 1,528 -389 | -20% | -$85K | |||
| $334K | 0.15% | 3,400 -801 | -19% | -$78.6K | |||
| $333K | 0.15% | 4,092 | New | +$333K | |||
| $328K | 0.14% | 2,786 -146 | -5% | -$17.2K | |||
| $328K | 0.14% | 3,450 -570 | -14% | -$54.1K | |||
| $327K | 0.14% | 1,896 +216 | +13% | +$37.3K | |||
| $324K | 0.14% | 2,951 +520 | +21% | +$57K | |||
| $323K | 0.14% | 1,890 +646 | +52% | +$110K | |||
| $319K | 0.14% | 1,466 | New | +$319K | |||
| $317K | 0.14% | 3,532 | New | +$317K | |||
| $317K | 0.14% | 1,074 -195 | -15% | -$57.5K | |||
| $312K | 0.14% | 2,296 +11 | +0.5% | +$1.5K | |||
| $309K | 0.14% | 7,590 -88 | -1% | -$3.58K |
