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
151
$251K 0.12%
1,323
+33
152
$250K 0.12%
+1,537
153
$247K 0.12%
1,289
154
$245K 0.12%
+2,363
155
$245K 0.12%
5,733
+19
156
$245K 0.12%
1,277
-7
157
$244K 0.12%
481
+19
158
$242K 0.12%
4,289
-651
159
$242K 0.12%
874
-19
160
$240K 0.12%
521
+10
161
$239K 0.11%
482
-92
162
$234K 0.11%
+2,056
163
$230K 0.11%
2,222
+49
164
$229K 0.11%
275
+20
165
$228K 0.11%
+871
166
$228K 0.11%
2,009
-525
167
$227K 0.11%
1,505
-51
168
$227K 0.11%
3,100
+5
169
$227K 0.11%
+2,264
170
$221K 0.11%
+3,255
171
$221K 0.11%
+12,749
172
$219K 0.11%
+2,826
173
$218K 0.1%
3,014
-437
174
$217K 0.1%
+6,662
175
$217K 0.1%
2,737
-390
5 6
7
8 9