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
51
$769K 0.27%
3,525
+1,229
52
$735K 0.26%
5,216
+406
53
$728K 0.26%
21,753
+511
54
$708K 0.25%
10,200
-184
55
$704K 0.25%
3,260
+6
56
$700K 0.25%
2,247
-80
57
$693K 0.25%
2,405
-131
58
$681K 0.24%
2,236
59
$677K 0.24%
2,419
60
$672K 0.24%
8,389
+1,408
61
$656K 0.23%
2,942
+468
62
$650K 0.23%
+36,363
63
$648K 0.23%
2,422
+198
64
$619K 0.22%
2,732
-82
65
$614K 0.22%
2,119
+52
66
$612K 0.22%
43,272
+7,303
67
$612K 0.22%
32,937
+888
68
$576K 0.2%
2,138
-118
69
$576K 0.2%
7,159
-636
70
$568K 0.2%
4,260
+1,309
71
$565K 0.2%
9,640
+2,056
72
$543K 0.19%
3,075
73
$543K 0.19%
11,481
-1,335
74
$543K 0.19%
1,785
+90
75
$539K 0.19%
3,705
-8
1 2
3
4 5