Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+6.38%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$14.1B
AUM Growth
+$860M
(+6.5%)
Cap. Flow
+$159M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
16.55%
Holding
1,321
New
95
Increased
574
Reduced
528
Closed
65
Top Buys
| 1 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
+$41.9M |
| 2 |
Alaska Air
ALK
|
+$32.7M |
| 3 |
UNVR
Univar Solutions Inc.
UNVR
|
+$30.5M |
| 4 |
ABB
ABB Ltd.
ABB
|
+$26M |
| 5 |
ORAN
Orange
ORAN
|
+$25.7M |
Top Sells
| 1 |
Hasbro
HAS
|
+$43.7M |
| 2 |
Fortune Brands Innovations
FBIN
|
+$35.4M |
| 3 |
Wells Fargo
WFC
|
+$29.2M |
| 4 |
GE Aerospace
GE
|
+$28.3M |
| 5 |
Illumina
ILMN
|
+$27.6M |
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Industrials | 10.86% |
| 3 | Healthcare | 10.65% |
| 4 | Financials | 9.56% |
| 5 | Consumer Discretionary | 7.71% |
