BFG

Baron Financial Group Portfolio holdings

AUM $183M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$401K
2 +$368K
3 +$226K
4
EXEL icon
Exelixis
EXEL
+$225K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$213K

Sector Composition

1 Technology 2.13%
2 Healthcare 0.58%
3 Energy 0.57%
4 Financials 0.39%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,763
52
-2,525
53
-2,055