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
151
$280K 0.1%
+3,287
152
$279K 0.1%
+6,233
153
$277K 0.1%
3,028
-372
154
$277K 0.1%
3,237
-72
155
$274K 0.1%
1,190
-447
156
$270K 0.1%
3,120
157
$266K 0.09%
+725
158
$265K 0.09%
+8,052
159
$264K 0.09%
3,269
-823
160
$264K 0.09%
+3,294
161
$264K 0.09%
652
+91
162
$262K 0.09%
+627
163
$260K 0.09%
641
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164
$260K 0.09%
5,068
+43
165
$259K 0.09%
+1,032
166
$257K 0.09%
6,704
-2,002
167
$256K 0.09%
1,375
+83
168
$255K 0.09%
+12,233
169
$251K 0.09%
+649
170
$249K 0.09%
+316
171
$248K 0.09%
900
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172
$247K 0.09%
+1,428
173
$247K 0.09%
+774
174
$244K 0.09%
1,978
-427
175
$243K 0.09%
133
-15
5 6
7
8 9