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
$151M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.88%
2 Healthcare 1.24%
3 Financials 0.71%
4 Consumer Staples 0.56%
5 Energy 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$18.5K 0.01%
300
127
$18.5K 0.01%
728
128
$18.4K 0.01%
400
129
$18.4K 0.01%
156
-34
130
$18K 0.01%
194
+1
131
$17.4K 0.01%
641
+5
132
$17.4K 0.01%
450
133
$14.7K 0.01%
67
+1
134
$14.5K 0.01%
83
135
$14.4K 0.01%
150
136
$14.3K 0.01%
458
137
$14.3K 0.01%
30
138
$14.1K 0.01%
70
139
$12.5K 0.01%
600
140
$12.4K 0.01%
125
141
$12K 0.01%
40
142
$11.8K 0.01%
20
143
$11.4K 0.01%
236
144
$11.4K 0.01%
51
145
$11.4K 0.01%
50
146
$11.2K 0.01%
300
147
$10.5K 0.01%
150
148
$9.9K 0.01%
738
149
$9.87K 0.01%
249
150
$9.58K 0.01%
514