BWM

Baron Wealth Management Portfolio holdings

AUM $325M
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$768K
3
+$718K
4
F icon
Ford
F
+$664K
5
TSLA icon
Tesla
TSLA
+$528K

Top Sells

1
+$415K
2
+$391K
3
+$374K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$358K
5
CMA
Comerica
CMA
+$351K

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 9.73%
3 Industrials 6.87%
4 Healthcare 6.35%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$138K 0.07%
29,773
-1,954
177
$114K 0.06%
+10,681
178
$99.2K 0.05%
+12,348
179
$78.6K 0.04%
38,362
180
$61.2K 0.03%
12,446
181
$54.9K 0.03%
+15,004
182
$35.2K 0.02%
+12,882
183
$9.76K 0.01%
976
+13
184
– –
-3,556
185
– –
-3,760
186
– –
-6,765
187
– –
-6,390
188
– –
-5,472
189
– –
-2,885
190
– –
-4,900
191
– –
-2,247
192
– –
-1,372
193
– –
-564
194
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-10,808
195
– –
-727
196
– –
-1,387
197
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-469
198
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-464
199
– –
-1,412
200
– –
-7,318
4 5 6 7
8