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 | |
|---|---|---|---|---|---|---|---|
| $220K | 0.1% | 2,075 | – | – | |||
| $219K | 0.1% | 1,488 -84 | -5% | -$12.4K | |||
| $217K | 0.1% | 815 | New | +$217K | |||
| $217K | 0.1% | 21,069 -12,563 | -37% | -$129K | |||
| $215K | 0.09% | 2,208 | New | +$215K | |||
| $215K | 0.09% | 3,389 | New | +$215K | |||
| $214K | 0.09% | 5,468 | New | +$214K | |||
| $212K | 0.09% | 870 | New | +$212K | |||
| $211K | 0.09% | 423 -60 | -12% | -$29.9K | |||
| $209K | 0.09% | 8,263 | New | +$209K | |||
| $209K | 0.09% | 2,405 | New | +$209K | |||
| $209K | 0.09% | 2,442 -281 | -10% | -$24K | |||
| $205K | 0.09% | 421 -129 | -23% | -$62.8K | |||
| $204K | 0.09% | 1,445 -88 | -6% | -$12.4K | |||
| $203K | 0.09% | 4,941 -786 | -14% | -$32.3K | |||
| $203K | 0.09% | 597 +32 | +6% | +$10.9K | |||
| $203K | 0.09% | 2,655 -88 | -3% | -$6.73K | |||
| $203K | 0.09% | 2,195 | – | – | |||
| $201K | 0.09% | 2,208 | New | +$201K | |||
| $200K | 0.09% | 1,140 -149 | -12% | -$26.2K | |||
| $177K | 0.08% | 21,155 | New | +$177K | |||
| $161K | 0.07% | 12,773 | New | +$161K | |||
| $159K | 0.07% | 10,295 | New | +$159K | |||
| $149K | 0.07% | 16,246 | New | +$149K | |||
| $133K | 0.06% | 23,651 | New | +$133K |
