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
$183M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$818K
3
+$515K
4
AAPL icon
Apple
AAPL
+$483K
5
WBA
Walgreens Boots Alliance
WBA
+$397K

Top Sells

1
+$2.33M
2
+$570K
3
+$247K
4
EIX icon
Edison International
EIX
+$210K
5
AMZN icon
Amazon
AMZN
+$191K

Sector Composition

1 Consumer Discretionary 13.7%
2 Technology 11.62%
3 Healthcare 6.84%
4 Industrials 6.56%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.1M 24.73%
306,830
+3,502
2
$21M 11.52%
194,272
+19,124
3
$13.2M 7.25%
563,953
4
$6.26M 3.43%
32,538
+2,511
5
$5.99M 3.28%
20,723
6
$4.11M 2.25%
8,653
+19
7
$3.25M 1.78%
19,072
+986
8
$3.17M 1.74%
8,434
+101
9
$3M 1.64%
62,682
+704
10
$2.72M 1.49%
27,250
-23,383
11
$2.35M 1.29%
31,276
+173
12
$2.15M 1.18%
176,394
+67,145
13
$2.09M 1.14%
9,792
+150
14
$1.66M 0.91%
10,605
+403
15
$1.4M 0.77%
9,231
-1,260
16
$1.34M 0.73%
37,306
-6,868
17
$1.28M 0.7%
2,936
-24
18
$1.11M 0.61%
2,718
+8
19
$1.11M 0.61%
28,645
+2,334
20
$1.08M 0.59%
7,237
+230
21
$995K 0.55%
5,012
-8
22
$926K 0.51%
12,295
+109
23
$924K 0.51%
18,650
+350
24
$897K 0.49%
6,122
+83
25
$784K 0.43%
2,978
-105
1
2 3 4 5