Baron Durable Advantage Institutional (BDAIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EDT
Overall Portfolio Composition (%)
Cash3.57%
Stocks96.43%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)BDAIX
Basic Materials0.00%
Consumer Cyclical7.79%
Financial Services33.63%
Real Estate1.44%
Consumer Defensive1.77%
Healthcare11.01%
Utilities0.00%
Communication Services12.35%
Energy0.00%
Industrials2.38%
Technology29.63%
Equity Holdings
AverageBDAIXCategory Average
Price/Earnings0.0334.82
Price/Book0.158.34
Price/Sales0.214.62
Price/Cashflow0.0423.95
Median Market Cap328,499.97310,214.47
3 Year Earnings Growth20.4323.61
Bond Holdings
AverageBDAIXCategory Average
MaturityN/A3.63
DurationN/A2.73
Credit QualityN/AN/A
Bond Ratings
Sector(s)BDAIX
US Government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 Holdings (51.59% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 9.18% |
| Meta Platforms Inc Class A | META | 7.65% |
| Amazon.com Inc | AMZN | 7.51% |
| NVIDIA Corp | NVDA | 4.41% |
| Visa Inc Class A | V | 4.40% |
| Alphabet Inc Class C | GOOG | 4.26% |
| S&P Global Inc | SPGI | 3.83% |
| Intuit Inc | INTU | 3.55% |
| Mastercard Inc Class A | MA | 3.43% |
| Moody's Corporation | MCO | 3.36% |
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