Baywood Socially Responsible Fund Institutional Shares (BVSIX) - Large Value fund with $27.57 Million in assets. The fund allocates 30.89% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is First American Government Obligations Fund at 6.05% of total assets. This is followed by American Express Co. (3.63%) and nVent Electric PLC (4.21%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| First American Government Obligations Fund | 6.05% | - | - |
| American Express Co. | 3.63% | - | - |
| nVent Electric PLC | 4.21% | - | - |
| Texas Pacific Land Corp. | 4.40% | - | - |
| Kontoor Brands, Inc. | 3.06% | - | - |
| NXP Semiconductors NV | 2.78% | - | - |
| Koninklijke Philips NV | 3.87% | - | - |
| American International Group, Inc. | None | - | - |
| International Business Machines Corp. | 2.89% | - | - |
| Merck Co., Inc. | None | - | - |
| Kinder Morgan, Inc. | 2.65% | - | - |
| CME Group, Inc. | 2.78% | - | - |
| W R Berkley Corp. | 3.79% | - | - |
| Medtronic PLC | 3.33% | - | - |
| Berkshire Hathaway, Inc. | 2.84% | - | - |
| Kenvue, Inc. | 3.01% | - | - |
| Healthcare Realty Trust, Inc. | 2.73% | - | - |
| NIKE, Inc. | 2.62% | - | - |