BWM

Baron Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$563K
3
+$477K
4
NKE icon
Nike
NKE
+$403K
5
HD icon
Home Depot
HD
+$316K

Top Sells

1
+$1.02M
2
+$871K
3
+$826K
4
F icon
Ford
F
+$720K
5
CRWD icon
CrowdStrike
CRWD
+$540K

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 8.56%
3 Industrials 7.89%
4 Healthcare 6.78%
5 Financials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.48%
3,676
+434
27
$994K 0.48%
3,615
+339
28
$988K 0.48%
3,779
-4
29
$922K 0.44%
3,403
+329
30
$882K 0.42%
9,986
+575
31
$858K 0.41%
959
+67
32
$855K 0.41%
1,465
+1
33
$834K 0.4%
3,187
+164
34
$832K 0.4%
1,345
+28
35
$829K 0.4%
2,981
+14
36
$803K 0.39%
9,107
+6
37
$796K 0.38%
1,730
+456
38
$779K 0.38%
4,699
-241
39
$764K 0.37%
1,603
-4
40
$731K 0.35%
4,370
-253
41
$724K 0.35%
20,282
+1,794
42
$719K 0.35%
19,822
+222
43
$715K 0.34%
3,239
+10
44
$671K 0.32%
1,061
+195
45
$667K 0.32%
8,262
+586
46
$637K 0.31%
2,413
+6
47
$629K 0.3%
8,661
+318
48
$625K 0.3%
8,285
-107
49
$621K 0.3%
2,317
-38
50
$619K 0.3%
2,236
1
2
3 4 5