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
126
$300K 0.14%
2,737
127
$299K 0.14%
2,548
-529
128
$293K 0.14%
1,799
+1
129
$289K 0.14%
2,389
+5
130
$285K 0.13%
1,475
+35
131
$284K 0.13%
499
-20
132
$283K 0.13%
3,294
+70
133
$283K 0.13%
3,948
-88
134
$283K 0.13%
966
+92
135
$278K 0.13%
1,668
-21
136
$276K 0.13%
13,062
-398
137
$273K 0.13%
1,164
+27
138
$272K 0.13%
2,746
-37
139
$263K 0.12%
1,800
140
$257K 0.12%
536
+15
141
$256K 0.12%
550
-42
142
$255K 0.12%
1,572
+35
143
$250K 0.12%
1,680
+13
144
$250K 0.12%
2,506
145
$248K 0.12%
5,727
-6
146
$248K 0.12%
18,680
+1,937
147
$246K 0.12%
1,261
-57
148
$246K 0.12%
1,274
-49
149
$245K 0.12%
4,329
+268
150
$245K 0.12%
25,167
-69
4 5
6
7 8