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
101
$247K 0.19%
+2,877
102
$240K 0.18%
+1,000
103
$239K 0.18%
+1,650
104
$239K 0.18%
+3,205
105
$238K 0.18%
+5,775
106
$236K 0.18%
+1,100
107
$235K 0.18%
+2,534
108
$235K 0.18%
+1,015
109
$234K 0.18%
+2,801
110
$233K 0.18%
+3,396
111
$231K 0.18%
+2,482
112
$229K 0.18%
+5,312
113
$227K 0.17%
+2,175
114
$224K 0.17%
+851
115
$223K 0.17%
+867
116
$223K 0.17%
+766
117
$221K 0.17%
+2,158
118
$217K 0.17%
+1,536
119
$217K 0.17%
+3,496
120
$215K 0.16%
+1,360
121
$212K 0.16%
+630
122
$211K 0.16%
+3,313
123
$211K 0.16%
+2,698
124
$209K 0.16%
+601
125
$208K 0.16%
+1,090
2 3 4
5
6