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
101
$364K 0.17%
1,609
+228
102
$360K 0.17%
4,455
-30
103
$360K 0.17%
689
+6
104
$354K 0.17%
2,103
105
$347K 0.16%
+3,759
106
$341K 0.16%
4,020
-128
107
$340K 0.16%
4,836
+547
108
$333K 0.16%
2,877
109
$329K 0.15%
2,285
+29
110
$324K 0.15%
700
-585
111
$321K 0.15%
1,409
+45
112
$321K 0.15%
33,632
+1,381
113
$317K 0.15%
2,051
-141
114
$317K 0.15%
553
+71
115
$316K 0.15%
3,540
-200
116
$312K 0.15%
803
+23
117
$308K 0.15%
2,862
+132
118
$307K 0.14%
2,313
119
$306K 0.14%
1,430
-55
120
$301K 0.14%
2,431
+109
121
$301K 0.14%
3,221
122
$301K 0.14%
2,457
-184
123
$301K 0.14%
1,784
124
$301K 0.14%
151
125
$300K 0.14%
2,728
-1,225
3 4
5
6 7