BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $624M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.46%
2 Communication Services 1.04%
3 Utilities 1.03%
4 Consumer Discretionary 1%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
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502
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503
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504
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524
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525
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+3