BWM

Baron Wealth Management Portfolio holdings

AUM $325M
1-Year Est. Return 22.05%
This Quarter Est. Return
1 Year Est. Return
+22.05%
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
+$13M
2
+$11.7M
3
+$2.32M
4
NVDA icon
NVIDIA
NVDA
+$1.03M
5
RRR icon
Red Rock Resorts
RRR
+$775K

Top Sells

1
+$1.66M
2
+$1.05M
3
+$683K
4
XOM icon
Exxon Mobil
XOM
+$388K
5
JNJ icon
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
– –
-10,295
252
– –
-12,446
253
– –
-8,263
254
– –
-5,457
255
– –
-3,564
256
– –
-3,389
257
– –
-870
258
– –
-12,461
259
– –
-3,532
260
– –
-1,488
261
– –
-2,655
262
– –
-4,347
263
– –
-1,863
264
– –
-3,099
265
– –
-14,525
266
– –
-3,502
267
– –
-2,208
268
– –
-686
269
– –
-1,908
270
– –
-421
7 8 9 10
11