BWBIX Mutual Fund

BWBIX Mutual Fund

NAV$22.67
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Showing top 18 of 18 holdings · as of Sep 30, 2026
BWBIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
BPTIX
Baron Partners Fund - Institutional Shares
14.79%		14.8%271,819$75.57M
2
BGRIX
Baron Growth Fund - Institutional Shares
12.71%		27.5%1,083,457$64.96M
3
BSFIX
Baron Small Cap Fund - Institutional Shares
11.62%		39.1%2,058,718$59.37M
4
BARIX
Baron Asset Fund - Institutional Shares
10.21%		49.3%528,262$52.18M
5
BFGIX
Baron Focused Growth Fund - Institutional Shares
6.95%		56.3%558,721$35.51M
6
BREIX
Baron Real Estate Fund - Institutional Shares
5.26%		61.5%718,744$26.87M
7
BDFIX
Baron Discovery Fund- Institutional Shares
4.56%		66.1%632,752$23.32M
8
BGAIX
Baron Global Advantage Fund - Institutional Shares
4.32%		70.4%349,923$22.09M
9—Baron Opportunity Instl
4.20%		74.6%316,078$21.44M
10—Baron Durable Advantage Institutional
4.17%		78.8%604,838$21.33M
11
BFTIX
Baron Fifth Avenue Growth Fund - Institutional Shares
4.07%		82.9%259,602$20.82M
12—Baron Health Care Instl
3.22%		86.1%713,837$16.43M
13—Baron International Growth Institutional
3.20%		89.3%454,399$16.34M
14
BEXIX
Baron Emerging Markets Fund - Institutional Shares
2.68%		92.0%616,047$13.68M
15
BRIIX
Baron Real Estate Income Fund
2.35%		94.3%677,785$12.01M
16
BCSM
Baron Smid Cap Etf
2.19%		96.5%462,000$11.21M
17
BCFN
Baron Financials Etf
2.17%		98.7%520,005$11.07M
18
BCTK
Baron Technology Etf
1.34%		100.0%222,000$6.87M
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 78.8% of the fund, led by Baron Partners Fund - Institutional Shares at 14.8%, Baron Growth Fund - Institutional Shares at 12.7%, Baron Small Cap Fund - Institutional Shares at 11.6%.

BWBIX portfolio concentration is relatively high, with the top 10 representing 78.8% of total assets.

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