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
101
$351K 0.17%
1,798
-25
102
$349K 0.17%
2,980
-92
103
$348K 0.17%
2,192
-87
104
$341K 0.16%
32,251
105
$337K 0.16%
3,077
-352
106
$336K 0.16%
1,364
+60
107
$336K 0.16%
683
+8
108
$333K 0.16%
2,313
-3
109
$326K 0.16%
1,784
-2
110
$326K 0.16%
1,512
+4
111
$325K 0.16%
2,641
+65
112
$324K 0.16%
1,485
+64
113
$323K 0.16%
1,379
+383
114
$319K 0.15%
1,917
-75
115
$316K 0.15%
+780
116
$315K 0.15%
2,730
+92
117
$313K 0.15%
3,740
-362
118
$311K 0.15%
2,506
-322
119
$306K 0.15%
1,773
+153
120
$305K 0.15%
+2,103
121
$303K 0.15%
2,877
-3
122
$301K 0.14%
4,036
+349
123
$301K 0.14%
3,221
-136
124
$298K 0.14%
1,674
-172
125
$297K 0.14%
+2,069
3 4
5
6 7