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
201
$131K 0.06%
53,737
+15,375
202
$71.6K 0.03%
12,446
203
$52.6K 0.03%
16,851
+3,969
204
$50.2K 0.02%
20,904
+5,900
205
– –
-3,040
206
– –
-2,581
207
– –
-976
208
– –
-2,318
209
– –
-1,410
210
– –
-2,654
211
– –
-5,764
212
– –
-1,447
213
– –
-17,787
214
– –
-1,776
215
– –
-1,200
216
– –
-10,246
217
– –
-7,022
218
– –
-5,341
5 6 7 8
9