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
151
$242K 0.11%
1,289
152
$241K 0.11%
6,410
-117
153
$239K 0.11%
1,570
+58
154
$237K 0.11%
2,075
155
$237K 0.11%
258
-39
156
$231K 0.11%
910
+39
157
$230K 0.11%
2,314
+305
158
$229K 0.11%
+2,478
159
$228K 0.11%
471
-10
160
$227K 0.11%
484
-22
161
$226K 0.11%
+1,244
162
$226K 0.11%
+1,811
163
$225K 0.11%
+1,703
164
$224K 0.11%
483
165
$224K 0.11%
2,939
+31
166
$221K 0.1%
210
+5
167
$219K 0.1%
1,533
+28
168
$219K 0.1%
3,007
-93
169
$216K 0.1%
+1,408
170
$216K 0.1%
2,734
-92
171
$215K 0.1%
1,968
172
$212K 0.1%
3,243
-2,179
173
$212K 0.1%
12,425
-324
174
$211K 0.1%
+3,040
175
$211K 0.1%
2,743
5 6
7
8 9