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
126
$350K 0.12%
1,598
-259
127
$346K 0.12%
22,486
+438
128
$338K 0.12%
4,795
-1,360
129
$336K 0.12%
3,117
-3,604
130
$330K 0.12%
21,084
+8,311
131
$326K 0.12%
1,399
-93
132
$324K 0.11%
3,224
-121
133
$321K 0.11%
+1,764
134
$320K 0.11%
1,384
-144
135
$319K 0.11%
3,201
+993
136
$316K 0.11%
1,013
-473
137
$310K 0.11%
1,402
-64
138
$308K 0.11%
+384
139
$305K 0.11%
1,646
-677
140
$303K 0.11%
+603
141
$298K 0.11%
2,410
+283
142
$297K 0.11%
+3,007
143
$297K 0.11%
1,111
+267
144
$293K 0.1%
+3,682
145
$291K 0.1%
3,174
+386
146
$288K 0.1%
643
+123
147
$287K 0.1%
3,996
+397
148
$285K 0.1%
1,173
+228
149
$284K 0.1%
+6,254
150
$283K 0.1%
674
-11
4 5
6
7 8