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
151
$258K 0.11%
+3,099
152
$256K 0.11%
+2,788
153
$252K 0.11%
1,014
+104
154
$247K 0.11%
3,564
+270
155
$244K 0.11%
+3,599
156
$243K 0.11%
914
+23
157
$240K 0.11%
254
-4
158
$239K 0.11%
+844
159
$239K 0.1%
1,862
-595
160
$238K 0.1%
1,590
+20
161
$238K 0.1%
2,103
162
$236K 0.1%
520
-16
163
$236K 0.1%
21,141
164
$235K 0.1%
561
+90
165
$234K 0.1%
+5,457
166
$232K 0.1%
+1,863
167
$232K 0.1%
+241
168
$231K 0.1%
655
+70
169
$230K 0.1%
+1,150
170
$229K 0.1%
+945
171
$228K 0.1%
1,908
+205
172
$227K 0.1%
1,292
-183
173
$225K 0.1%
1,144
-286
174
$223K 0.1%
2,990
-1,465
175
$222K 0.1%
+5,025
5 6
7
8 9