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
$183M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$818K
3 +$515K
4
AAPL icon
Apple
AAPL
+$483K
5
WBA
Walgreens Boots Alliance
WBA
+$397K

Top Sells

1 +$2.33M
2 +$570K
3 +$247K
4
EIX icon
Edison International
EIX
+$210K
5
AMZN icon
Amazon
AMZN
+$191K

Sector Composition

1 Consumer Discretionary 13.7%
2 Technology 11.62%
3 Healthcare 6.84%
4 Industrials 6.56%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$23.6K 0.01%
963
177
-3,323