BWM
Baron Wealth Management Portfolio holdings
AUM
$302M
1-Year Est. Return
20.04%
1 Year Est. Return
+20.04%
AUM
$282M
AUM Growth
+$54.7M
(+24%)
Holding
270
Top Buys
| 1 | +$13M | |
| 2 | +$11.7M | |
| 3 | +$2.32M | |
| 4 |
NVIDIA
NVDA
|
+$1.03M |
| 5 |
Red Rock Resorts
RRR
|
+$775K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.05M | |
| 3 | +$683K | |
| 4 |
Exxon Mobil
XOM
|
+$388K |
| 5 |
Johnson & Johnson
JNJ
|
+$348K |
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 | |
|---|---|---|---|---|---|---|
251
Clorox
CLX
$12.6B
| – | – |
-1,488
|
|
||
252
Cohen & Steers
CNS
$3.3B
| – | – |
-3,502
|
|
||
253
Cognizant
CTSH
$35B
| – | – |
-2,655
|
|
||
254
Fomento Económico Mexicano
FMX
$32.5B
| – | – |
-2,208
|
|
||
255
Intuitive Surgical
ISRG
$195B
| – | – |
-686
|
|
||
256
Jacobs Solutions
J
$18.5B
| – | – |
-1,908
|
|
||
257
Kinsale Capital Group
KNSL
$9.07B
| – | – |
-421
|
|
||
258
Medtronic
MDT
$123B
| – | – |
-3,532
|
|
||
259
Mizuho Financial
MFG
$87.6B
| – | – |
-12,461
|
|
||
260
Marsh & McLennan
MMC
$89.6B
| – | – |
-870
|
|
||
261
Nike
NKE
$94.9B
| – | – |
-3,389
|
|
||
262
Novo Nordisk
NVO
$214B
| – | – |
-3,564
|
|
||
263
Ovintiv
OVV
$9.92B
| – | – |
-5,457
|
|
||
264
Pfizer
PFE
$142B
| – | – |
-8,263
|
|
||
265
QuantumScape
QS
$8.08B
| – | – |
-12,446
|
|
||
266
Sumitomo Mitsui Financial
SMFG
$112B
| – | – |
-10,295
|
|
||
267
Teledyne Technologies
TDY
$23.5B
| – | – |
-423
|
|
||
268
TE Connectivity
TEL
$69.8B
| – | – |
-1,445
|
|
||
269
T-Mobile US
TMUS
$242B
| – | – |
-815
|
|
||
|
ARDT
270
Ardent Health
ARDT
$1.29B
| – | – |
-49,683
|
|