BWM
Baron Wealth Management Portfolio holdings
AUM
$302M
1-Year Est. Return
20.04%
1 Year Est. Return
+20.04%
AUM
$282M
AUM Growth
+$54.7M
(+24%)
Holding
270
Top Buys
| 1 | +$13M | |
| 2 | +$11.7M | |
| 3 | +$2.32M | |
| 4 |
NVIDIA
NVDA
|
+$1.03M |
| 5 |
Red Rock Resorts
RRR
|
+$775K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.05M | |
| 3 | +$683K | |
| 4 |
Exxon Mobil
XOM
|
+$388K |
| 5 |
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
Jabil
JBL
$21.6B
| $769K | 0.27% |
3,525
+1,229
|
|
||
52
Morgan Stanley
MS
$260B
| $735K | 0.26% |
5,216
+406
|
|
||
53
BorgWarner
BWA
$9.58B
| $728K | 0.26% |
21,753
+511
|
|
||
54
Cisco
CSCO
$307B
| $708K | 0.25% |
10,200
-184
|
|
||
55
iShares Russell 2000 ETF
IWM
$68.2B
| $704K | 0.25% |
3,260
+6
|
|
||
56
Verisk Analytics
VRSK
$30.1B
| $700K | 0.25% |
2,247
-80
|
|
||
57
Veeva Systems
VEEV
$48.1B
| $693K | 0.25% |
2,405
-131
|
|
||
58
iShares S&P 100 ETF
OEF
$27.4B
| $681K | 0.24% |
2,236
|
|
||
59
Vanguard Mid-Cap ETF
VO
$86.8B
| $677K | 0.24% |
2,419
|
|
||
60
Wells Fargo
WFC
$267B
| $672K | 0.24% |
8,389
+1,408
|
|
||
61
Cintas
CTAS
$75B
| $656K | 0.23% |
2,942
+468
|
|
||
62
PENN Entertainment
PENN
$1.95B
| $650K | 0.23% |
+36,363
|
|
||
63
Travelers Companies
TRV
$64.1B
| $648K | 0.23% |
2,422
+198
|
|
||
64
TSMC
TSM
$1.48T
| $619K | 0.22% |
2,732
-82
|
|
||
65
Chubb
CB
$116B
| $614K | 0.22% |
2,119
+52
|
|
||
66
NatWest
NWG
$63.5B
| $612K | 0.22% |
43,272
+7,303
|
|
||
67
Barclays
BCS
$75.5B
| $612K | 0.22% |
32,937
+888
|
|
||
68
Ecolab
ECL
$73.2B
| $576K | 0.2% |
2,138
-118
|
|
||
69
CoStar Group
CSGP
$28.8B
| $576K | 0.2% |
7,159
-636
|
|
||
70
Emerson Electric
EMR
$71.7B
| $568K | 0.2% |
4,260
+1,309
|
|
||
71
Altria Group
MO
$97.7B
| $565K | 0.2% |
9,640
+2,056
|
|
||
72
Vanguard Value ETF
VTV
$148B
| $543K | 0.19% |
3,075
|
|
||
73
Bank of America
BAC
$384B
| $543K | 0.19% |
11,481
-1,335
|
|
||
74
SAP
SAP
$285B
| $543K | 0.19% |
1,785
+90
|
|
||
75
Paychex
PAYX
$40.3B
| $539K | 0.19% |
3,705
-8
|
|