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 | |
|---|---|---|---|---|---|---|---|
| $305K | 0.13% | 872 | – | – | |||
| $302K | 0.13% | 3,220 | New | +$302K | |||
| $300K | 0.13% | 22,048 -3,119 | -12% | -$42.5K | |||
| $300K | 0.13% | 685 -15 | -2% | -$6.57K | |||
| $299K | 0.13% | 2,313 | – | – | |||
| $299K | 0.13% | 1,813 +14 | +0.8% | +$2.31K | |||
| $296K | 0.13% | 3,889 | New | +$296K | |||
| $290K | 0.13% | 30,971 +13,133 | +74% | +$123K | |||
| $289K | 0.13% | 4,353 -3,007 | -41% | -$200K | |||
| $288K | 0.13% | 1,285 | New | +$288K | |||
| $288K | 0.13% | 3,309 +302 | +10% | +$26.3K | |||
| $286K | 0.13% | 3,120 -101 | -3% | -$9.25K | |||
| $285K | 0.13% | 4,531 | New | +$285K | |||
| $285K | 0.13% | 3,641 | New | +$285K | |||
| $283K | 0.12% | 928 -189 | -17% | -$57.6K | |||
| $282K | 0.12% | 6,674 -1,304 | -16% | -$55.1K | |||
| $281K | 0.12% | 3,502 | New | +$281K | |||
| $274K | 0.12% | 2,877 | – | – | |||
| $273K | 0.12% | 148 -3 | -2% | -$5.53K | |||
| $272K | 0.12% | 3,389 +655 | +24% | +$52.5K | |||
| $270K | 0.12% | 494 -59 | -11% | -$32.2K | |||
| $265K | 0.12% | 4,347 +18 | +0.4% | +$1.1K | |||
| $262K | 0.12% | 6,235 | New | +$262K | |||
| $260K | 0.11% | 1,569 | New | +$260K | |||
| $259K | 0.11% | 2,127 -262 | -11% | -$31.9K |
