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
51
$649K 0.29%
3,254
+6
52
$641K 0.28%
10,384
-385
53
$626K 0.27%
2,419
+3
54
$624K 0.27%
2,067
+184
55
$618K 0.27%
7,795
-496
56
$609K 0.27%
21,242
+1,267
57
$606K 0.27%
2,236
58
$588K 0.26%
2,224
+532
59
$587K 0.26%
2,536
-101
60
$579K 0.25%
2,823
-137
61
$573K 0.25%
3,713
+75
62
$572K 0.25%
2,256
+1,092
63
$561K 0.25%
4,810
+261
64
$559K 0.25%
1,124
-102
65
$550K 0.24%
954
+302
66
$535K 0.24%
12,816
-742
67
$531K 0.23%
3,075
+18
68
$525K 0.23%
5,236
-116
69
$524K 0.23%
4,716
+573
70
$524K 0.23%
9,699
-174
71
$523K 0.23%
1,674
-16
72
$518K 0.23%
627
+87
73
$512K 0.23%
7,199
-180
74
$512K 0.22%
76,390
+40,555
75
$508K 0.22%
2,474
-265
1 2
3
4 5