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
26
$1.16M 0.41%
5,223
+244
27
$1.15M 0.41%
3,501
-257
28
$1.15M 0.41%
2,175
+44
29
$1.14M 0.4%
2,010
+4
30
$1.11M 0.39%
4,650
-387
31
$1.07M 0.38%
1,535
+257
32
$1.04M 0.37%
11,686
-607
33
$981K 0.35%
4,770
-70
34
$979K 0.35%
2,015
-127
35
$952K 0.34%
5,978
-119
36
$933K 0.33%
1,574
-25
37
$900K 0.32%
3,266
+988
38
$895K 0.32%
5,045
+235
39
$861K 0.3%
8,803
+557
40
$851K 0.3%
20,272
-638
41
$847K 0.3%
7,637
+869
42
$819K 0.29%
1,457
+168
43
$815K 0.29%
8,863
-51
44
$794K 0.28%
2,912
-841
45
$793K 0.28%
27,099
-757
46
$791K 0.28%
95,312
+18,922
47
$791K 0.28%
5,521
-457
48
$782K 0.28%
5,750
+370
49
$775K 0.27%
+14,894
50
$770K 0.27%
1,641
-5
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2
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