Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+2.79%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$10.9B
AUM Growth
+$452M
(+4.3%)
Cap. Flow
+$279M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
15.87%
Holding
1,308
New
93
Increased
574
Reduced
453
Closed
118
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$51.2M |
| 2 |
Veeva Systems
VEEV
|
+$36.3M |
| 3 |
Hanesbrands
HBI
|
+$27.3M |
| 4 |
JPMorgan Chase
JPM
|
+$26.8M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$26.5M |
Top Sells
| 1 |
Constellation Brands
STZ
|
+$44.5M |
| 2 |
MetLife
MET
|
+$37.3M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$26.7M |
| 4 |
CERN
Cerner Corp
CERN
|
+$24M |
| 5 |
ANSS
Ansys
ANSS
|
+$22.6M |
Sector Composition
| 1 | Technology | 14.27% |
| 2 | Healthcare | 12.63% |
| 3 | Industrials | 11.67% |
| 4 | Consumer Discretionary | 9.4% |
| 5 | Financials | 9.08% |
