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
201
$226K 0.08%
5,256
+315
202
$224K 0.08%
3,316
-1,837
203
$223K 0.08%
+3,143
204
$223K 0.08%
+9,895
205
$222K 0.08%
1,368
-201
206
$222K 0.08%
1,606
+16
207
$222K 0.08%
+2,788
208
$219K 0.08%
5,852
+384
209
$218K 0.08%
+1,369
210
$216K 0.08%
+9,425
211
$216K 0.08%
874
-140
212
$215K 0.08%
+346
213
$214K 0.08%
+1,243
214
$212K 0.08%
1,071
-73
215
$212K 0.08%
1,769
-93
216
$210K 0.07%
222
-19
217
$209K 0.07%
30,459
+6,808
218
$209K 0.07%
1,140
219
$208K 0.07%
+361
220
$208K 0.07%
+1,332
221
$208K 0.07%
+2,338
222
$204K 0.07%
+1,715
223
$203K 0.07%
+2,326
224
$202K 0.07%
2,432
-10
225
$201K 0.07%
+2,536
7 8
9
10 11