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
176
$215K 0.1%
+11,889
177
$215K 0.1%
+415
178
$213K 0.1%
897
179
$213K 0.1%
+205
180
$213K 0.1%
614
181
$212K 0.1%
+1,169
182
$212K 0.1%
+783
183
$212K 0.1%
+2,743
184
$212K 0.1%
+2,873
185
$211K 0.1%
+483
186
$211K 0.1%
+21,061
187
$210K 0.1%
+4,061
188
$210K 0.1%
815
-31
189
$208K 0.1%
+2,326
190
$206K 0.1%
+3,309
191
$204K 0.1%
+3,990
192
$203K 0.1%
16,743
+6,062
193
$203K 0.1%
+2,075
194
$203K 0.1%
1,968
-194
195
$203K 0.1%
+2,486
196
$202K 0.1%
+2,837
197
$202K 0.1%
+1,443
198
$200K 0.1%
787
-114
199
$181K 0.09%
19,365
+7,017
200
$181K 0.09%
35,456
+5,683
5 6 7
8
9