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
101
$453K 0.15%
587
+7
102
$447K 0.15%
3,616
+420
103
$443K 0.15%
23,039
+553
104
$441K 0.15%
7,219
105
$435K 0.14%
9,001
+992
106
$433K 0.14%
3,937
+105
107
$427K 0.14%
6,313
+1,089
108
$426K 0.14%
5,645
-154
109
$423K 0.14%
1,545
+64
110
$417K 0.14%
2,688
-230
111
$412K 0.14%
1,778
+132
112
$411K 0.14%
4,389
113
$406K 0.13%
660
+33
114
$399K 0.13%
2,311
115
$396K 0.13%
6,753
+499
116
$392K 0.13%
762
117
$386K 0.13%
3,561
-1,360
118
$378K 0.13%
12,141
-471
119
$377K 0.12%
3,983
+809
120
$375K 0.12%
709
+5
121
$372K 0.12%
1,266
-45
122
$363K 0.12%
+8,999
123
$363K 0.12%
1,578
-22
124
$361K 0.12%
737
-8
125
$360K 0.12%
3,771
-180
3 4
5
6 7