Baron WealthBuilder Fund Institutional Shares (BWBIX)

BWBIX Holdings Information

BWBIX is a mutual fund with a total of 19 individual holdings.

• Total Holdings: 19
• Top 10 Percentage: 79.43%
• Asset Class: Equity
• Fund Category: Allocation--85%+ Equity
• Assets: 555.48M
• Forward PE Ratio: 24.95

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	BPTIX	Baron Partners Fund Institutional Shares	15.01%	316,671
2	BGRIX	Baron Growth Fund Institutional Shares	12.30%	1,004,219
3	BSFIX	Baron Small Cap Fund Institutional Class	11.75%	2,172,114
4	BARIX	Baron Asset Fund Institutional Class	9.60%	559,158
5	BFGIX	Baron Focused Growth Fund Institutional Shares	7.47%	690,381
6	BREIX	Baron Real Estate Fund Institutional Shares	5.88%	810,295
7	BDFIX	Baron Discovery Fund Institutional Shares	4.59%	710,142
8	BGAIX	Baron Global Opportunity Fund Institutional Shares	4.43%	489,198
9	BFTIX	Baron Fifth Avenue Growth Fund Institutional Class	4.22%	350,072
10	BIOIX	Baron Opportunity Fund Institutional Class	4.18%	402,470
11	BDAIX	Baron Durable Advantage Fund Institutional Shares	4.00%	670,649
12	BINIX	Baron International Growth Fund Institutional Shares	3.13%	543,969
13	BHCHX	Baron Health Care Fund Institutional Shares	2.95%	775,854
14	BEXIX	Baron Emerging Markets Fund Institutional Shares	2.88%	841,928
15	BCFN	Baron Financials ETF	2.32%	520,005
16	BRIIX	Baron Real Estate Income Fund Institutional Shares	2.31%	753,863
17	BCSM	Baron SMID Cap ETF	2.00%	462,000
18	BCTK	Baron Technology ETF	1.00%	222,000
19	n/a	Usd	-0.01%	33,957