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
1
$54.5M 26.23%
303,976
-4,855
2
$26.3M 12.64%
224,610
+9,664
3
$7.12M 3.43%
30,553
-1,527
4
$6.77M 3.26%
23,355
+18
5
$6.33M 3.05%
563,953
6
$4.97M 2.39%
8,657
+8
7
$3.7M 1.78%
8,609
-263
8
$3.65M 1.76%
69,109
+449
9
$3.64M 1.75%
18,374
+58
10
$2.77M 1.33%
28,895
-242
11
$2.06M 0.99%
16,942
+1,079
12
$1.98M 0.95%
12,238
+540
13
$1.92M 0.92%
181,514
-68,184
14
$1.86M 0.9%
10,003
+122
15
$1.33M 0.64%
2,727
+4
16
$1.15M 0.55%
7,809
-781
17
$1.12M 0.54%
1,923
+467
18
$1.12M 0.54%
29,571
+906
19
$1.11M 0.54%
4,834
-39
20
$1.08M 0.52%
5,110
+239
21
$1.04M 0.5%
6,022
+116
22
$1.04M 0.5%
12,455
23
$1.04M 0.5%
10,343
-10,133
24
$1.03M 0.49%
1,948
+7
25
$1.03M 0.49%
1,988
+117
1
2 3 4 5