BWM
Baron Wealth Management Portfolio holdings
AUM
$325M
1-Year Est. Return
22.05%
1 Year Est. Return
+22.05%
AUM
$302M
AUM Growth
+$20M
(+7.1%)
Holding
272
Top Buys
| 1 | +$1.16M | |
| 2 | +$1.06M | |
| 3 | +$967K | |
| 4 |
Ovintiv
OVV
|
+$363K |
| 5 |
UnitedHealth
UNH
|
+$316K |
Top Sells
| 1 | +$845K | |
| 2 | +$734K | |
| 3 | +$566K | |
| 4 |
Tesla
TSLA
|
+$527K |
| 5 |
Microsoft
MSFT
|
+$400K |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Consumer Discretionary | 7.91% |
| 3 | Financials | 7.37% |
| 4 | Industrials | 7.08% |
| 5 | Healthcare | 3.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verisk Analytics
VRSK
$30.9B
| $551K | 0.18% |
2,190
-57
|
|
||
77
Vodafone
VOD
$31.5B
| $550K | 0.18% |
47,381
+1,361
|
|
||
78
Chubb
CB
$119B
| $548K | 0.18% |
1,941
-178
|
|
||
79
Rollins
ROL
$29.9B
| $547K | 0.18% |
9,319
|
|
||
80
Grand Canyon Education
LOPE
$5.03B
| $539K | 0.18% |
2,456
|
|
||
81
RTX Corp
RTX
$268B
| $534K | 0.18% |
3,190
+29
|
|
||
82
Kinross Gold
KGC
$40.1B
| $532K | 0.18% |
21,419
+335
|
|
||
83
Cintas
CTAS
$78.8B
| $531K | 0.18% |
2,587
-355
|
|
||
84
Goldman Sachs
GS
$293B
| $522K | 0.17% |
655
+23
|
|
||
85
Danaher
DHR
$169B
| $518K | 0.17% |
2,614
-88
|
|
||
86
Eli Lilly
LLY
$925B
| $510K | 0.17% |
668
+26
|
|
||
87
W.R. Berkley
WRB
$26.1B
| $491K | 0.16% |
6,404
-185
|
|
||
88
Advanced Energy
AEIS
$9.71B
| $489K | 0.16% |
2,877
|
|
||
|
JOYY
89
JOYY Inc
JOYY
$3.56B
| $488K | 0.16% |
8,332
+256
|
|
||
90
Sony
SONY
$144B
| $487K | 0.16% |
16,927
-837
|
|
||
91
Idexx Laboratories
IDXX
$56.9B
| $484K | 0.16% |
758
-9
|
|
||
92
Aflac
AFL
$57.4B
| $483K | 0.16% |
4,321
+161
|
|
||
93
Exxon Mobil
XOM
$545B
| $476K | 0.16% |
4,224
+1,107
|
|
||
94
McDonald's
MCD
$220B
| $466K | 0.15% |
1,534
-70
|
|
||
95
Colgate-Palmolive
CL
$68B
| $462K | 0.15% |
5,778
+414
|
|
||
96
SAP
SAP
$275B
| $460K | 0.15% |
1,723
-62
|
|
||
97
Stryker
SYK
$139B
| $460K | 0.15% |
1,245
+11
|
|
||
98
Paychex
PAYX
$39.7B
| $458K | 0.15% |
3,614
-91
|
|
||
99
Popular Inc
BPOP
$8.59B
| $457K | 0.15% |
3,597
+87
|
|
||
100
Suncor Energy
SU
$58.8B
| $455K | 0.15% |
10,883
+901
|
|