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
$282M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.2M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$816K
5
RRR icon
Red Rock Resorts
RRR
+$680K

Top Sells

1
+$1.57M
2
+$994K
3
+$683K
4
XOM icon
Exxon Mobil
XOM
+$385K
5
JNJ icon
Johnson & Johnson
JNJ
+$350K

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 7.98%
3 Financials 7.84%
4 Industrials 7.13%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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