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
151
$39K 0.01%
+419
152
$39K 0.01%
+118
153
$38K 0.01%
+400
154
$38K 0.01%
+1,272
155
$38K 0.01%
+350
156
$38K 0.01%
+3,800
157
$37K 0.01%
+207
158
$36K 0.01%
+334
159
$35K 0.01%
+49
160
$35K 0.01%
+135
161
$34K 0.01%
+424
162
$34K 0.01%
+214
163
$34K 0.01%
+742
164
$33K 0.01%
+391
165
$33K 0.01%
+296
166
$31K 0.01%
+145
167
$31K 0.01%
+233
168
$31K 0.01%
+243
169
$29K 0.01%
+670
170
$29K 0.01%
+245
171
$29K 0.01%
+167
172
$28K 0.01%
+331
173
$28K 0.01%
+68
174
$27K 0.01%
+364
175
$27K 0.01%
+400