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
126
$208K 0.16%
+3,035
127
$206K 0.16%
+1,020
128
$206K 0.16%
+5,515
129
$204K 0.16%
+509
130
$204K 0.16%
+2,158
131
$202K 0.16%
+972
132
$118K 0.09%
+19,632
133
$86.5K 0.07%
+31,811