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
176
$208K 0.1%
565
+6
177
$208K 0.1%
2,326
178
$207K 0.1%
+891
179
$206K 0.1%
2,195
-69
180
$206K 0.1%
+2,723
181
$204K 0.1%
3,894
-96
182
$202K 0.1%
+344
183
$202K 0.1%
+427
184
$200K 0.09%
+585
185
$199K 0.09%
19,547
+182
186
$197K 0.09%
+21,141
187
$167K 0.08%
11,889
188
$163K 0.08%
35,835
+379
189
$151K 0.07%
17,838
-3,223
190
$122K 0.06%
+15,162
191
$64.6K 0.03%
12,446
192
$42.7K 0.02%
23,056
-30,681
193
$33.5K 0.02%
12,323
-4,528
194
– –
-415
195
– –
-787
196
– –
-3,255
197
– –
-3,309
198
– –
-6,662
199
– –
-614
200
– –
-2,363
5 6 7
8
9