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
176
$220K 0.1%
2,075
177
$219K 0.1%
1,488
-84
178
$217K 0.1%
+815
179
$217K 0.1%
21,069
-12,563
180
$215K 0.09%
+2,208
181
$215K 0.09%
+3,389
182
$214K 0.09%
+5,468
183
$212K 0.09%
+870
184
$211K 0.09%
423
-60
185
$209K 0.09%
+8,263
186
$209K 0.09%
+2,405
187
$209K 0.09%
2,442
-281
188
$205K 0.09%
421
-129
189
$204K 0.09%
1,445
-88
190
$203K 0.09%
4,941
-786
191
$203K 0.09%
597
+32
192
$203K 0.09%
2,655
-88
193
$203K 0.09%
2,195
194
$201K 0.09%
+2,208
195
$200K 0.09%
1,140
-149
196
$177K 0.08%
+21,155
197
$161K 0.07%
+12,773
198
$159K 0.07%
+10,295
199
$149K 0.07%
+16,246
200
$133K 0.06%
+23,651
6 7
8
9 10