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
76
$426K 0.2%
14,400
+330
77
$422K 0.2%
5,422
-43
78
$419K 0.2%
7,379
-99
79
$415K 0.2%
4,148
-13
80
$408K 0.2%
4,188
-1
81
$408K 0.2%
4,389
-930
82
$403K 0.19%
+4,561
83
$399K 0.19%
1,106
-1
84
$399K 0.19%
4,149
+117
85
$398K 0.19%
2,909
+150
86
$396K 0.19%
1,187
-1
87
$391K 0.19%
7,185
88
$389K 0.19%
644
+6
89
$385K 0.19%
1,209
-15
90
$384K 0.18%
3,224
+510
91
$384K 0.18%
3,167
+53
92
$381K 0.18%
872
93
$376K 0.18%
4,485
-321
94
$372K 0.18%
8,145
+412
95
$370K 0.18%
1,244
-43
96
$370K 0.18%
6,412
-60
97
$369K 0.18%
1,612
-550
98
$363K 0.17%
1,561
+249
99
$358K 0.17%
2,527
-2
100
$352K 0.17%
615
+4
2 3
4
5 6