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
$228M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.2M
3
+$887K
4
ARDT
Ardent Health
ARDT
+$725K
5
JNJ icon
Johnson & Johnson
JNJ
+$466K

Top Sells

1
+$3.45M
2
+$1.68M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$955K
5
F icon
Ford
F
+$933K

Sector Composition

1 Technology 10.7%
2 Financials 8.01%
3 Industrials 7.85%
4 Consumer Discretionary 7.39%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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238
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10