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
$302M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$1.06M
3 +$967K
4
OVV icon
Ovintiv
OVV
+$363K
5
UNH icon
UnitedHealth
UNH
+$316K

Top Sells

1 +$845K
2 +$734K
3 +$566K
4
TSLA icon
Tesla
TSLA
+$527K
5
MSFT icon
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
MCK icon
101
McKesson
MCK
$104B
$453K 0.15%
587
+7
DUK icon
102
Duke Energy
DUK
$92.5B
$447K 0.15%
3,616
+420
BBVA icon
103
Banco Bilbao Vizcaya Argentaria
BBVA
$137B
$443K 0.15%
23,039
+553
IGF icon
104
iShares Global Infrastructure ETF
IGF
$9.05B
$441K 0.15%
7,219
USB icon
105
US Bancorp
USB
$83.9B
$435K 0.14%
9,001
+992
JCI icon
106
Johnson Controls International
JCI
$69B
$433K 0.14%
3,937
+105
CTVA icon
107
Corteva
CTVA
$47.6B
$427K 0.14%
6,313
+1,089
NEE icon
108
NextEra Energy
NEE
$171B
$426K 0.14%
5,645
-154
RMD icon
109
ResMed
RMD
$38.1B
$423K 0.14%
1,545
+64
MMM icon
110
3M
MMM
$90.9B
$417K 0.14%
2,688
-230
ABBV icon
111
AbbVie
ABBV
$383B
$412K 0.14%
1,778
+132
MMYT icon
112
MakeMyTrip
MMYT
$7.05B
$411K 0.14%
4,389
DDS icon
113
Dillards
DDS
$10.4B
$406K 0.13%
660
+33
ENSG icon
114
The Ensign Group
ENSG
$10.6B
$399K 0.13%
2,311
BKE icon
115
Buckle
BKE
$2.71B
$396K 0.13%
6,753
+499
MEDP icon
116
Medpace
MEDP
$17.4B
$392K 0.13%
762
RBA icon
117
RB Global
RBA
$20.7B
$386K 0.13%
3,561
-1,360
MFC icon
118
Manulife Financial
MFC
$63.1B
$378K 0.13%
12,141
-471
SO icon
119
Southern Company
SO
$97.8B
$377K 0.12%
3,983
+809
LII icon
120
Lennox International
LII
$18.3B
$375K 0.12%
709
+5
ADP icon
121
Automatic Data Processing
ADP
$105B
$372K 0.12%
1,266
-45
OVV icon
122
Ovintiv
OVV
$10.1B
$363K 0.12%
+8,999
GWRE icon
123
Guidewire Software
GWRE
$14.1B
$363K 0.12%
1,578
-22
CRWD icon
124
CrowdStrike
CRWD
$115B
$361K 0.12%
737
-8
SCHW icon
125
Charles Schwab
SCHW
$183B
$360K 0.12%
3,771
-180