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
126
$358K 0.12%
1,461
+62
127
$355K 0.12%
367
-17
128
$353K 0.12%
3,890
+208
129
$352K 0.12%
1,428
+96
130
$348K 0.12%
718
+77
131
$347K 0.12%
3,436
+461
132
$344K 0.11%
1,127
+95
133
$341K 0.11%
3,365
+78
134
$341K 0.11%
15,445
+3,212
135
$340K 0.11%
4,754
-41
136
$340K 0.11%
2,096
+332
137
$339K 0.11%
2,741
-266
138
$339K 0.11%
24,876
+2,857
139
$337K 0.11%
6,842
-618
140
$337K 0.11%
1,655
-303
141
$332K 0.11%
1,546
-666
142
$330K 0.11%
11,620
+1,725
143
$328K 0.11%
1,947
-29
144
$326K 0.11%
2,258
-152
145
$319K 0.11%
335
-116
146
$318K 0.11%
1,654
+252
147
$316K 0.1%
1,123
+51
148
$314K 0.1%
3,214
-433
149
$312K 0.1%
1,578
+150
150
$311K 0.1%
768
+43
4 5
6
7 8