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
$193M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$798K
3
+$683K
4
F icon
Ford
F
+$674K
5
TSLA icon
Tesla
TSLA
+$598K

Top Sells

1
+$507K
2
+$391K
3
+$389K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$359K
5
CMA icon
Comerica
CMA
+$351K

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 9.73%
3 Industrials 6.87%
4 Healthcare 6.35%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.7M 27.33%
308,831
+4,676
2
$22.9M 11.88%
214,946
+12,818
3
$7.57M 3.92%
563,953
4
$6.76M 3.5%
32,080
+833
5
$6.1M 3.16%
23,337
+2,614
6
$4.71M 2.44%
8,649
+8
7
$3.97M 2.06%
8,872
+438
8
$3.39M 1.76%
68,660
+563
9
$3.34M 1.73%
18,316
-505
10
$3.13M 1.62%
249,698
+53,713
11
$2.7M 1.4%
29,137
-122
12
$2.06M 1.07%
20,476
-3,566
13
$1.96M 1.02%
15,863
-4,107
14
$1.91M 0.99%
9,881
+408
15
$1.71M 0.89%
11,698
+1,031
16
$1.34M 0.7%
8,590
+1,046
17
$1.3M 0.68%
2,723
+3
18
$1.11M 0.58%
4,873
-139
19
$1.03M 0.53%
9,411
+23
20
$985K 0.51%
4,871
-127
21
$976K 0.51%
12,455
+160
22
$974K 0.5%
5,906
-227
23
$971K 0.5%
1,941
-777
24
$959K 0.5%
28,665
25
$900K 0.47%
4,940
-64
1
2 3 4 5