Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+0.01%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$14.2B
AUM Growth
+$84.3M
(+0.6%)
Cap. Flow
+$191M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
16.49%
Holding
1,339
New
83
Increased
609
Reduced
509
Closed
92
Top Buys
| 1 |
Global Payments
GPN
|
+$37.6M |
| 2 |
O'Reilly Automotive
ORLY
|
+$37.1M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$25.7M |
| 4 |
Lamb Weston
LW
|
+$25.4M |
| 5 |
Littelfuse
LFUS
|
+$24.7M |
Top Sells
| 1 |
Keurig Dr Pepper
KDP
|
+$63.2M |
| 2 |
Middleby
MIDD
|
+$42.1M |
| 3 |
Wells Fargo
WFC
|
+$36.2M |
| 4 |
PepsiCo
PEP
|
+$29.5M |
| 5 |
Blackbaud
BLKB
|
+$28.6M |
Sector Composition
| 1 | Technology | 16.54% |
| 2 | Healthcare | 10.91% |
| 3 | Industrials | 10.51% |
| 4 | Financials | 9.6% |
| 5 | Consumer Discretionary | 7.73% |
