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
126
$293K 0.14%
151
127
$293K 0.14%
2,783
+71
128
$290K 0.14%
1,137
+258
129
$288K 0.14%
1,689
-212
130
$286K 0.14%
1,381
-18
131
$280K 0.13%
2,384
-2,117
132
$276K 0.13%
592
-5
133
$274K 0.13%
2,777
134
$274K 0.13%
25,236
+1,166
135
$273K 0.13%
+6,527
136
$270K 0.13%
2,256
-21
137
$270K 0.13%
1,318
-9
138
$268K 0.13%
1,577
-49
139
$268K 0.13%
1,667
+102
140
$267K 0.13%
506
+32
141
$266K 0.13%
1,440
-61
142
$264K 0.13%
4,079
-540
143
$263K 0.13%
+297
144
$260K 0.13%
13,460
-50
145
$259K 0.12%
2,908
-63
146
$258K 0.12%
+1,800
147
$257K 0.12%
519
-48
148
$256K 0.12%
1,572
-23
149
$254K 0.12%
2,322
+22
150
$251K 0.12%
559
+2
4 5
6
7 8