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
151
$311K 0.1%
8,765
+713
152
$310K 0.1%
678
+4
153
$309K 0.1%
1,176
-422
154
$308K 0.1%
3,274
+73
155
$307K 0.1%
1,300
+110
156
$307K 0.1%
1,820
+105
157
$307K 0.1%
3,621
+327
158
$306K 0.1%
4,464
+438
159
$300K 0.1%
5,557
+489
160
$293K 0.1%
+3,074
161
$293K 0.1%
1,457
+82
162
$289K 0.1%
1,423
+180
163
$289K 0.1%
606
+3
164
$289K 0.1%
+3,795
165
$288K 0.1%
1,384
166
$287K 0.09%
954
+42
167
$286K 0.09%
+2,909
168
$284K 0.09%
307
-105
169
$282K 0.09%
3,338
+310
170
$281K 0.09%
2,791
-433
171
$280K 0.09%
936
+64
172
$279K 0.09%
+3,302
173
$274K 0.09%
1,638
-340
174
$273K 0.09%
823
+49
175
$269K 0.09%
3,364
+221
5 6
7
8 9