BWBIX Mutual Fund

BWBIX Mutual Fund

NAV$23.42
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Showing top 18 of 18 holdings · as of Mar 31, 2026
BWBIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
BPTIX
Baron Partners Fund - Institutional Shares
14.58%		14.6%290,673$72.94M
2
BGRIX
Baron Growth Fund - Institutional Shares
12.26%		26.8%1,018,059$61.31M
3
BSFIX
Baron Small Cap Fund - Institutional Shares
12.10%		38.9%2,172,114$60.49M
4
BARIX
Baron Asset Fund - Institutional Shares
9.90%		48.8%559,157$49.50M
5
BFGIX
Baron Focused Growth Fund - Institutional Shares
6.76%		55.6%588,613$33.82M
6
BREIX
Baron Real Estate Fund - Institutional Shares
6.11%		61.7%795,763$30.57M
7
BDFIX
Baron Discovery Fund- Institutional Shares
4.59%		66.3%710,142$22.93M
8
BIOPX
Baron Opportunity Fund
4.26%		70.6%402,470$21.32M
9
BFTIX
Baron Fifth Avenue Growth Fund - Institutional Shares
4.23%		74.8%350,072$21.14M
10
BGAIX
Baron Global Advantage Fund - Institutional Shares
4.16%		79.0%431,056$20.79M
11
BDAIX
Baron Durable Advantage Fund
4.07%		83.0%670,649$20.35M
12
BIGFX
Baron International Growth Fund
3.32%		86.3%521,372$16.58M
13
BHCFX
Baron Health Care Fund
3.07%		89.4%775,854$15.33M
14
BEXIX
Baron Emerging Markets Fund - Institutional Shares
2.82%		92.2%733,271$14.09M
15
BRIIX
Baron Real Estate Income Fund
2.61%		94.8%756,553$13.05M
16
BCFN
Baron Financials Etf
2.17%		97.0%520,005$10.85M
17
BCSM
Baron Smid Cap Etf
1.99%		99.0%462,000$9.97M
18
BCTK
Baron Technology Etf
1.04%		100.0%222,000$5.18M
Not reported for this fund: share changes, sector, industry.

BWBIX Mutual Fund All Holdings

BWBIX holdings total 18 positions. The top 10 holdings account for 79.0% of the fund, led by Baron Partners Fund - Institutional Shares at 14.6%, Baron Growth Fund - Institutional Shares at 12.3%, Baron Small Cap Fund - Institutional Shares at 12.1%.

BWBIX portfolio concentration is relatively high, with the top 10 representing 79.0% of total assets.

BWBIX sectors provide a detailed breakdown. BWBIX overlap shows how holdings compare to other funds in your portfolio.