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
$527M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.56%
2 Communication Services 1%
3 Financials 0.95%
4 Healthcare 0.91%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,118
127
-255
128
-4,630
129
-1,583