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
51
$614K 0.3%
865
+126
52
$581K 0.28%
2,932
-43
53
$578K 0.28%
1,285
-10
54
$574K 0.28%
10,789
+4,739
55
$568K 0.27%
1,891
+132
56
$563K 0.27%
+2,736
57
$560K 0.27%
1,941
+235
58
$549K 0.26%
3,161
-42
59
$545K 0.26%
2,599
-46
60
$541K 0.26%
8,210
+64
61
$531K 0.26%
3,039
+34
62
$521K 0.25%
6,167
-266
63
$517K 0.25%
2,619
+331
64
$499K 0.24%
9,873
-1,939
65
$487K 0.23%
550
+133
66
$487K 0.23%
3,628
+79
67
$480K 0.23%
4,289
+147
68
$477K 0.23%
+1,567
69
$474K 0.23%
4,548
+65
70
$466K 0.22%
923
-11
71
$463K 0.22%
938
+281
72
$444K 0.21%
7,097
+2,743
73
$438K 0.21%
1,121
+19
74
$437K 0.21%
3,953
+707
75
$431K 0.21%
5,352
-5
1 2
3
4 5