BCFN

BCFN
About Baron Financials ETF
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may...
About Baron Financials ETF
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
V | Visa Inc. | 5.83% | 8.00K | $2.86M |
MA | Mastercard Incorporated | 5.48% | 5.00K | $2.69M |
BAC | Bank of America Corporation | 4.79% | 39.45K | $2.35M |
IBKR | Interactive Brokers Group, Inc. | 4.51% | 23.67K | $2.21M |
SCHW | The Charles Schwab Corporation | 4.32% | 20.70K | $2.12M |
MS | Morgan Stanley | 4.27% | 9.47K | $2.09M |
SPGI | S&P Global Inc. | 4.06% | 4.55K | $1.99M |
MCO | Moody's Corporation | 3.79% | 3.75K | $1.86M |
JPM | JPMorgan Chase & Co. | 3.75% | 5.50K | $1.84M |
MSCI | MSCI Inc. | 3.74% | 2.96K | $1.83M |
LPLA | LPL Financial Holdings Inc. | 3.60% | 5.50K | $1.77M |
KKR | KKR & Co. Inc. | 3.29% | 16.67K | $1.62M |
MELI | MercadoLibre, Inc. | 3.19% | 838 | $1.56M |
APO | Apollo Global Management, Inc. | 2.87% | 11.84K | $1.41M |
BLK | BlackRock, Inc. | 2.84% | 1.35K | $1.39M |
TW | Tradeweb Markets Inc. | 2.74% | 13.50K | $1.35M |
NU | Nu Holdings Ltd. | 2.72% | 97.65K | $1.33M |
CME | CME Group Inc. | 2.66% | 5.33K | $1.31M |
COF | Capital One Financial Corporation | 2.45% | 5.92K | $1.20M |
VRSK | Verisk Analytics, Inc. | 2.25% | 5.70K | $1.10M |
ASSET ALLOCATION BY REGION
ASSET ALLOCATION BY REGION
Holdings (Top 20)
V
Visa Inc.
MA
Mastercard Incorporated
BAC
Bank of America Corporation
IBKR
Interactive Brokers Group, Inc.
SCHW
The Charles Schwab Corporation
MS
Morgan Stanley
SPGI
S&P Global Inc.
MCO
Moody's Corporation
JPM
JPMorgan Chase & Co.
MSCI
MSCI Inc.
LPLA
LPL Financial Holdings Inc.
KKR
KKR & Co. Inc.
MELI
MercadoLibre, Inc.
APO
Apollo Global Management, Inc.
BLK
BlackRock, Inc.
TW
Tradeweb Markets Inc.
NU
Nu Holdings Ltd.
CME
CME Group Inc.
COF
Capital One Financial Corporation
VRSK
Verisk Analytics, Inc.
