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
176
$243K 0.09%
21,141
177
$243K 0.09%
+3,307
178
$242K 0.09%
+6,726
179
$241K 0.09%
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180
$240K 0.09%
+4,026
181
$239K 0.08%
762
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182
$239K 0.08%
872
183
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2,975
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184
$236K 0.08%
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185
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186
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187
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+1,072
188
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189
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190
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191
$231K 0.08%
22,019
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192
$231K 0.08%
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193
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194
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195
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-182
196
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197
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198
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+6,960
199
$227K 0.08%
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200
$226K 0.08%
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