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
76
$534K 0.19%
2,702
-121
77
$526K 0.19%
9,319
-380
78
$523K 0.19%
4,921
-315
79
$504K 0.18%
1,297
-22
80
$501K 0.18%
642
+15
81
$491K 0.17%
46,020
+15,049
82
$488K 0.17%
1,234
+6
83
$488K 0.17%
5,364
+2,144
84
$485K 0.17%
2,103
85
$484K 0.17%
6,589
-610
86
$469K 0.17%
451
+109
87
$469K 0.17%
1,604
-70
88
$464K 0.16%
2,456
-52
89
$462K 0.16%
17,764
+1,621
90
$462K 0.16%
3,161
+38
91
$447K 0.16%
632
+138
92
$445K 0.16%
2,212
+377
93
$444K 0.16%
2,918
-143
94
$439K 0.16%
4,160
-556
95
$430K 0.15%
4,389
96
$427K 0.15%
7,219
+96
97
$425K 0.15%
580
+64
98
$423K 0.15%
+11,426
99
$411K 0.15%
767
-83
100
$411K 0.15%
8,076
+1,841
2 3
4
5 6