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
176
$267K 0.09%
2,782
-6
177
$266K 0.09%
1,256
+14
178
$264K 0.09%
10,700
179
$263K 0.09%
618
+2
180
$256K 0.08%
3,055
+519
181
$253K 0.08%
1,730
-767
182
$253K 0.08%
3,120
183
$253K 0.08%
1,061
-112
184
$252K 0.08%
23,439
+268
185
$251K 0.08%
+4,366
186
$250K 0.08%
7,053
-179
187
$250K 0.08%
924
+24
188
$247K 0.08%
+1,223
189
$245K 0.08%
2,141
-1,077
190
$244K 0.08%
2,353
+15
191
$244K 0.08%
3,486
+179
192
$242K 0.08%
+856
193
$240K 0.08%
5,257
+1
194
$240K 0.08%
+971
195
$240K 0.08%
+779
196
$239K 0.08%
+700
197
$238K 0.08%
1,431
+62
198
$238K 0.08%
6,310
-650
199
$236K 0.08%
+743
200
$232K 0.08%
2,955
-282
6 7
8
9 10