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 | |
|---|---|---|---|---|---|---|
76
Danaher
DHR
$156B
| $534K | 0.19% |
2,702
-121
|
|
||
77
Rollins
ROL
$28B
| $526K | 0.19% |
9,319
-380
|
|
||
78
RB Global
RBA
$18.9B
| $523K | 0.19% |
4,921
-315
|
|
||
79
Caterpillar
CAT
$260B
| $504K | 0.18% |
1,297
-22
|
|
||
80
Eli Lilly
LLY
$918B
| $501K | 0.18% |
642
+15
|
|
||
81
Vodafone
VOD
$29.4B
| $491K | 0.17% |
46,020
+15,049
|
|
||
82
Stryker
SYK
$139B
| $488K | 0.17% |
1,234
+6
|
|
||
83
Colgate-Palmolive
CL
$62.9B
| $488K | 0.17% |
5,364
+2,144
|
|
||
84
Sterling Infrastructure
STRL
$10.4B
| $485K | 0.17% |
2,103
|
|
||
85
W.R. Berkley
WRB
$29.3B
| $484K | 0.17% |
6,589
-610
|
|
||
86
W.W. Grainger
GWW
$44B
| $469K | 0.17% |
451
+109
|
|
||
87
McDonald's
MCD
$219B
| $469K | 0.17% |
1,604
-70
|
|
||
88
Grand Canyon Education
LOPE
$4.69B
| $464K | 0.16% |
2,456
-52
|
|
||
89
Sony
SONY
$180B
| $462K | 0.16% |
17,764
+1,621
|
|
||
90
RTX Corp
RTX
$235B
| $462K | 0.16% |
3,161
+38
|
|
||
91
Goldman Sachs
GS
$237B
| $447K | 0.16% |
632
+138
|
|
||
92
Allstate
ALL
$56.1B
| $445K | 0.16% |
2,212
+377
|
|
||
93
3M
MMM
$89B
| $444K | 0.16% |
2,918
-143
|
|
||
94
Aflac
AFL
$59.9B
| $439K | 0.16% |
4,160
-556
|
|
||
95
MakeMyTrip
MMYT
$7.25B
| $430K | 0.15% |
4,389
|
|
||
96
iShares Global Infrastructure ETF
IGF
$8.38B
| $427K | 0.15% |
7,219
+96
|
|
||
97
McKesson
MCK
$104B
| $425K | 0.15% |
580
+64
|
|
||
98
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.52B
| $423K | 0.15% |
+11,426
|
|
||
99
Idexx Laboratories
IDXX
$55.1B
| $411K | 0.15% |
767
-83
|
|
||
|
JOYY
100
JOYY Inc
JOYY
$3.01B
| $411K | 0.15% |
8,076
+1,841
|
|