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 | |
|---|---|---|---|---|---|---|---|
| $258K | 0.11% | 3,099 | New | +$258K | |||
| $256K | 0.11% | 2,788 | New | +$256K | |||
| $252K | 0.11% | 1,014 +104 | +11% | +$25.8K | |||
| $247K | 0.11% | 3,564 +270 | +8% | +$18.7K | |||
| $244K | 0.11% | 3,599 | New | +$244K | |||
| $243K | 0.11% | 914 +23 | +3% | +$6.1K | |||
| $240K | 0.11% | 254 -4 | -2% | -$3.79K | |||
| $239K | 0.1% | 844 | New | +$239K | |||
| $239K | 0.1% | 1,862 -595 | -24% | -$76.3K | |||
| $238K | 0.1% | 1,590 +20 | +1% | +$3K | |||
| $238K | 0.1% | 2,103 | – | – | |||
| $236K | 0.1% | 520 -16 | -3% | -$7.28K | |||
| $236K | 0.1% | 21,141 | – | – | |||
| $235K | 0.1% | 561 +90 | +19% | +$37.8K | |||
| $234K | 0.1% | 5,457 | New | +$234K | |||
| $232K | 0.1% | 1,863 | New | +$232K | |||
| $232K | 0.1% | 241 | New | +$232K | |||
| $231K | 0.1% | 655 +70 | +12% | +$24.7K | |||
| $230K | 0.1% | 1,150 | New | +$230K | |||
| $229K | 0.1% | 945 | New | +$229K | |||
| $228K | 0.1% | 1,889 +203 | +12% | +$24.5K | |||
| $227K | 0.1% | 1,292 -183 | -12% | -$32.2K | |||
| $225K | 0.1% | 1,144 -286 | -20% | -$56.3K | |||
| $223K | 0.1% | 2,990 -1,465 | -33% | -$109K | |||
| $222K | 0.1% | 5,025 | New | +$222K |
