BWM
Baron Wealth Management Portfolio holdings
AUM
$325M
1-Year Est. Return
22.05%
This Fund
S&P 500
1 Year Est. Return
+22.05%
AUM
$325M
AUM Growth
+$22.2M
(+7.4%)
Holding
286
Top Buys
| 1 | +$3.51M | |
| 2 | +$2.62M | |
| 3 | +$1.01M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$947K |
| 5 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$761K |
Top Sells
| 1 | +$3.17M | |
| 2 | +$2.61M | |
| 3 | +$363K | |
| 4 |
Philip Morris
PM
|
+$340K |
| 5 |
Five Below
FIVE
|
+$330K |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Financials | 7.93% |
| 3 | Consumer Discretionary | 7.4% |
| 4 | Industrials | 7.12% |
| 5 | Healthcare | 4.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Masco
MAS
$13.9B
| – | – |
-2,914
|
|
||
277
Northfield Bancorp
NFBK
$566M
| – | – |
-10,810
|
|
||
278
Ovintiv
OVV
$14.7B
| – | – |
-8,999
|
|
||
279
Playtika
PLTK
$1.04B
| – | – |
-18,564
|
|
||
|
280
Philip Morris
PM
$277B
| – | – |
-2,096
|
|
||
281
Perdoceo Education
PRDO
$2.18B
| – | – |
-6,310
|
|
||
|
SCS
282
DELISTED
Steelcase
SCS
| – | – |
-10,602
|
|
||
283
Sportradar
SRAD
$5.23B
| – | – |
-7,499
|
|
||
284
SunCoke Energy
SXC
$509M
| – | – |
-18,342
|
|
||
285
VeriSign
VRSN
$21.6B
| – | – |
-822
|
|
||
|
PSIX
286
Power Solutions International
PSIX
$1.4B
| – | – |
-2,909
|
|