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
76
$501K 0.22%
6,981
+2,145
77
$492K 0.22%
32,049
+13,369
78
$487K 0.21%
2,323
-325
79
$467K 0.21%
2,814
-54
80
$457K 0.2%
1,228
+119
81
$455K 0.2%
7,584
+3,690
82
$455K 0.2%
1,695
+92
83
$451K 0.2%
6,155
-2,055
84
$450K 0.2%
3,061
+158
85
$435K 0.19%
1,319
+126
86
$434K 0.19%
2,508
-19
87
$430K 0.19%
4,389
88
$429K 0.19%
35,969
+16,422
89
$416K 0.18%
1,857
-69
90
$414K 0.18%
3,123
-60
91
$410K 0.18%
16,143
+3,081
92
$396K 0.17%
5,589
-184
93
$393K 0.17%
12,612
-97
94
$389K 0.17%
7,123
-154
95
$387K 0.17%
1,637
+228
96
$381K 0.17%
2,278
+396
97
$380K 0.17%
1,835
+561
98
$379K 0.17%
3,104
+242
99
$372K 0.16%
664
+17
100
$370K 0.16%
1,168
-43
2 3
4
5 6