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
101
$408K 0.14%
412
+158
102
$405K 0.14%
3,832
+443
103
$404K 0.14%
1,311
+177
104
$404K 0.14%
704
+40
105
$403K 0.14%
12,612
106
$403K 0.14%
5,799
+210
107
$401K 0.14%
1,958
+68
108
$399K 0.14%
3,218
-350
109
$392K 0.14%
3,647
+154
110
$391K 0.14%
7,460
-130
111
$389K 0.14%
2,497
+684
112
$389K 0.14%
5,224
+693
113
$387K 0.14%
3,510
+1,315
114
$382K 0.14%
1,481
+196
115
$382K 0.14%
+927
116
$381K 0.14%
2,877
117
$379K 0.13%
745
+90
118
$377K 0.13%
3,196
+92
119
$377K 0.13%
1,600
-184
120
$374K 0.13%
+9,982
121
$367K 0.13%
1,046
-122
122
$362K 0.13%
1,976
+80
123
$362K 0.13%
8,009
+1,335
124
$360K 0.13%
3,951
+310
125
$356K 0.13%
2,311
-2
3 4
5
6 7