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
101
$369K 0.16%
5,153
+1,205
102
$357K 0.16%
850
-114
103
$352K 0.15%
3,493
-47
104
$352K 0.15%
3,568
-951
105
$347K 0.15%
516
+17
106
$346K 0.15%
1,134
+168
107
$340K 0.15%
686
-3
108
$338K 0.15%
342
+132
109
$338K 0.15%
1,492
+231
110
$338K 0.15%
2,014
-37
111
$337K 0.15%
3,345
-1,850
112
$334K 0.15%
1,784
113
$334K 0.15%
1,528
-389
114
$334K 0.15%
3,400
-801
115
$333K 0.15%
+4,092
116
$328K 0.14%
2,786
-146
117
$328K 0.14%
3,450
-570
118
$327K 0.14%
1,896
+216
119
$324K 0.14%
2,951
+520
120
$323K 0.14%
1,890
+646
121
$319K 0.14%
+1,466
122
$317K 0.14%
+3,532
123
$317K 0.14%
1,074
-195
124
$312K 0.14%
2,296
+11
125
$309K 0.14%
7,590
-88
3 4
5
6 7