BWM

Baron Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$833K
4
ARDT
Ardent Health
ARDT
+$683K
5
JNJ icon
Johnson & Johnson
JNJ
+$494K

Top Sells

1
+$3.45M
2
+$1.61M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$959K
5
F icon
Ford
F
+$958K

Sector Composition

1 Technology 10.7%
2 Financials 8.01%
3 Industrials 7.85%
4 Consumer Discretionary 7.39%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.45%
5,037
-200
27
$1.01M 0.44%
3,753
+87
28
$1M 0.44%
12,293
-289
29
$1M 0.44%
3,758
-21
30
$1M 0.44%
5,978
-257
31
$959K 0.42%
3,699
+632
32
$930K 0.41%
1,599
+112
33
$833K 0.37%
+24,859
34
$831K 0.37%
5,375
+445
35
$811K 0.36%
20,910
+476
36
$799K 0.35%
6,721
+3,204
37
$788K 0.35%
10,511
+525
38
$778K 0.34%
1,486
-359
39
$777K 0.34%
1,278
+218
40
$771K 0.34%
968
+6
41
$766K 0.34%
1,646
+65
42
$758K 0.33%
6,768
+3,009
43
$758K 0.33%
8,914
-221
44
$751K 0.33%
4,810
+235
45
$724K 0.32%
8,246
-146
46
$714K 0.31%
5,380
+1,836
47
$707K 0.31%
1,289
+306
48
$693K 0.3%
2,327
+7
49
$683K 0.3%
+49,683
50
$664K 0.29%
27,856
+15,431
1
2
3 4 5