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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$15.3M
3
+$11.3M
4
SNA icon
Snap-on
SNA
+$4.73M
5
AAPL icon
Apple
AAPL
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.97%
2 Technology 9.7%
3 Healthcare 7.34%
4 Industrials 6.89%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 18.7%
+214,019
2
$15.3M 11.72%
+161,571
3
$11.3M 8.65%
+612,453
4
$4.73M 3.63%
+20,723
5
$4.48M 3.44%
+34,515
6
$3.86M 2.96%
+25,417
7
$3.57M 2.73%
+9,328
8
$3.17M 2.43%
+54,221
9
$2.78M 2.13%
+28,161
10
$2.67M 2.05%
+63,564
11
$2.21M 1.7%
+190,150
12
$2.13M 1.63%
+8,862
13
$1.9M 1.46%
+10,781
14
$1.78M 1.37%
+10,074
15
$1.33M 1.02%
+26,016
16
$1.2M 0.92%
+6,699
17
$1.14M 0.87%
+3,240
18
$894K 0.69%
+5,902
19
$810K 0.62%
+4,939
20
$806K 0.62%
+9,590
21
$789K 0.6%
+22,266
22
$787K 0.6%
+11,992
23
$768K 0.59%
+22,836
24
$734K 0.56%
+1,385
25
$720K 0.55%
+3,061
1
2 3 4 5