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
126
$273K 0.14%
5,764
-1,566
127
$268K 0.14%
1,901
+42
128
$268K 0.14%
1,626
+2
129
$266K 0.14%
32,251
+5,498
130
$264K 0.14%
2,638
131
$261K 0.14%
255
-5
132
$260K 0.13%
+1,620
133
$260K 0.13%
574
+2
134
$256K 0.13%
3,687
+107
135
$255K 0.13%
1,312
+97
136
$253K 0.13%
+2,300
137
$248K 0.13%
2,277
+25
138
$246K 0.13%
1,786
-10
139
$245K 0.13%
1,595
+4
140
$241K 0.13%
24,070
-1,727
141
$239K 0.12%
2,971
-753
142
$236K 0.12%
+1,284
143
$234K 0.12%
1,556
+53
144
$233K 0.12%
1,501
+153
145
$233K 0.12%
1,289
146
$230K 0.12%
597
+7
147
$230K 0.12%
3,095
-2,737
148
$230K 0.12%
13,510
149
$228K 0.12%
3,127
-17
150
$226K 0.12%
557
-28
4 5
6
7 8