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
201
$232K 0.08%
346
202
$230K 0.08%
822
+36
203
$230K 0.08%
814
-4
204
$228K 0.08%
+537
205
$228K 0.08%
874
206
$228K 0.08%
2,326
207
$227K 0.08%
2,432
208
$225K 0.07%
191
-31
209
$223K 0.07%
3,445
+129
210
$221K 0.07%
+1,090
211
$221K 0.07%
+735
212
$220K 0.07%
6,446
-258
213
$219K 0.07%
804
-26
214
$218K 0.07%
+6,337
215
$216K 0.07%
876
-235
216
$216K 0.07%
3,205
-791
217
$216K 0.07%
6,029
+177
218
$209K 0.07%
+5,148
219
$207K 0.07%
364
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220
$206K 0.07%
6,110
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221
$205K 0.07%
+2,914
222
$205K 0.07%
+3,573
223
$205K 0.07%
+349
224
$203K 0.07%
+1,356
225
$203K 0.07%
9,693
+268
7 8
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10 11