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
126
$305K 0.13%
872
127
$302K 0.13%
+3,220
128
$300K 0.13%
22,048
-3,119
129
$300K 0.13%
685
-15
130
$299K 0.13%
2,313
131
$299K 0.13%
1,813
+14
132
$296K 0.13%
+3,889
133
$290K 0.13%
30,971
+13,133
134
$289K 0.13%
8,706
-6,014
135
$288K 0.13%
+1,285
136
$288K 0.13%
3,309
+302
137
$286K 0.13%
3,120
-101
138
$285K 0.13%
+4,531
139
$285K 0.13%
+3,641
140
$283K 0.12%
928
-189
141
$282K 0.12%
6,674
-1,304
142
$281K 0.12%
+3,502
143
$274K 0.12%
2,877
144
$273K 0.12%
148
-3
145
$272K 0.12%
3,389
+655
146
$270K 0.12%
494
-59
147
$265K 0.12%
4,347
+18
148
$262K 0.12%
+6,235
149
$260K 0.11%
+1,569
150
$259K 0.11%
2,127
-262
4 5
6
7 8