Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+11.8%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$43.9B
AUM Growth
+$7.22B
(+20%)
Cap. Flow
+$3.24B
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
22.35%
Holding
1,828
New
123
Increased
741
Reduced
785
Closed
122
Top Buys
| 1 |
Microsoft
MSFT
|
+$161M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$156M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$134M |
| 4 |
Apple
AAPL
|
+$132M |
| 5 |
UnitedHealth
UNH
|
+$104M |
Top Sells
| 1 |
Tractor Supply
TSCO
|
+$60M |
| 2 |
Generac Holdings
GNRC
|
+$45.1M |
| 3 |
Toro Company
TTC
|
+$40.2M |
| 4 |
MSCI
MSCI
|
+$39.6M |
| 5 |
Euronet Worldwide
EEFT
|
+$34.9M |
Sector Composition
| 1 | Technology | 18.83% |
| 2 | Financials | 12.09% |
| 3 | Industrials | 11.08% |
| 4 | Healthcare | 9.36% |
| 5 | Consumer Discretionary | 8.04% |
