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
$212M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.19M
3
+$720K
4
F icon
Ford
F
+$600K
5
BAC icon
Bank of America
BAC
+$596K

Top Sells

1
+$517K
2
+$403K
3
+$370K
4
AMT icon
American Tower
AMT
+$363K
5
MTB icon
M&T Bank
MTB
+$298K

Sector Composition

1 Technology 12.88%
2 Consumer Discretionary 9.02%
3 Industrials 8.03%
4 Financials 6.66%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 25.44%
303,537
-439
2
$26.6M 12.52%
230,855
+6,245
3
$7.93M 3.73%
23,355
4
$7.74M 3.64%
30,924
+371
5
$7.5M 3.53%
563,953
6
$5.08M 2.39%
8,663
+6
7
$3.71M 1.75%
8,814
+205
8
$3.62M 1.7%
18,476
+102
9
$3.45M 1.62%
+18,641
10
$3.32M 1.56%
69,472
+363
11
$2.94M 1.38%
28,931
+36
12
$2.4M 1.13%
242,154
+60,640
13
$2.39M 1.13%
17,807
+865
14
$2.35M 1.11%
10,731
+728
15
$1.47M 0.69%
10,180
-2,058
16
$1.4M 0.66%
2,735
+8
17
$1.27M 0.6%
5,286
+176
18
$1.24M 0.58%
3,067
-120
19
$1.23M 0.58%
3,666
-10
20
$1.19M 0.56%
+20,815
21
$1.12M 0.53%
3,557
-58
22
$1.11M 0.52%
5,237
+403
23
$1.08M 0.51%
2,001
+53
24
$1.05M 0.5%
6,292
+270
25
$1.05M 0.49%
9,986
1
2 3 4 5