BWM
Baron Wealth Management Portfolio holdings
AUM
$325M
1-Year Est. Return
22.05%
1 Year Est. Return
+22.05%
AUM
$325M
AUM Growth
+$22.2M
(+7.4%)
Holding
286
Top Buys
| 1 | +$3.52M | |
| 2 | +$2.65M | |
| 3 | +$1.01M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$942K |
| 5 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$775K |
Top Sells
| 1 | +$3.94M | |
| 2 | +$2.62M | |
| 3 | +$383K | |
| 4 |
Ovintiv
OVV
|
+$363K |
| 5 |
Philip Morris
PM
|
+$340K |
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
Korn Ferry
KFY
$3.59B
| – | – |
-3,486
|
|
||
277
Jacobs Solutions
J
$16.7B
| – | – |
-1,356
|
|
||
278
Haleon
HLN
$43.5B
| – | – |
-13,646
|
|
||
279
First Financial Bankshares
FFIN
$4.68B
| – | – |
-6,110
|
|
||
280
Equity Residential
EQR
$23.3B
| – | – |
-3,445
|
|
||
281
Comerica
CMA
$11.7B
| – | – |
-4,464
|
|
||
282
Cal-Maine
CALM
$3.68B
| – | – |
-3,274
|
|
||
283
Air Products & Chemicals
APD
$59.2B
| – | – |
-804
|
|
||
284
American Tower
AMT
$85B
| – | – |
-1,654
|
|
||
285
Autodesk
ADSK
$55.6B
| – | – |
-743
|
|
||
286
Arbor Realty Trust
ABR
$1.61B
| – | – |
-14,243
|
|