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
101
$315K 0.16%
3,357
+237
102
$314K 0.16%
6,472
-234
103
$314K 0.16%
2,534
+134
104
$313K 0.16%
2,880
+3
105
$313K 0.16%
3,114
-222
106
$310K 0.16%
2,712
+45
107
$308K 0.16%
611
+69
108
$307K 0.16%
7,733
+1,710
109
$300K 0.16%
675
+6
110
$299K 0.16%
1,508
+13
111
$299K 0.15%
2,777
112
$299K 0.15%
1,399
-95
113
$295K 0.15%
1,304
-131
114
$293K 0.15%
4,940
-567
115
$292K 0.15%
1,421
+195
116
$290K 0.15%
657
-49
117
$287K 0.15%
6,050
-1,799
118
$286K 0.15%
2,316
+2
119
$286K 0.15%
2,173
-342
120
$285K 0.15%
1,992
-9
121
$283K 0.15%
2,654
+175
122
$282K 0.15%
2,759
+493
123
$281K 0.15%
2,828
-15
124
$280K 0.15%
4,354
+145
125
$279K 0.14%
1,846
+22
3 4
5
6 7