Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+3.22%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$11.5B
AUM Growth
+$353M
(+3.2%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
16.68%
Holding
1,301
New
110
Increased
483
Reduced
536
Closed
112
Top Buys
| 1 |
Ulta Beauty
ULTA
|
$38.5M |
| 2 |
PNRA
Panera Bread Co
PNRA
|
$31.9M |
| 3 |
Diageo
DEO
|
$31.5M |
| 4 |
Verisk Analytics
VRSK
|
$31.4M |
| 5 |
Oshkosh
OSK
|
$29.4M |
Top Sells
| 1 |
Genpact
G
|
$48.5M |
| 2 |
Tractor Supply
TSCO
|
$25.7M |
| 3 |
HAR
Harman International Industries
HAR
|
$25M |
| 4 |
Fiserv
FI
|
$24.8M |
| 5 |
Labcorp
LH
|
$22.8M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Industrials | 11.63% |
| 3 | Healthcare | 11.24% |
| 4 | Financials | 9.89% |
| 5 | Consumer Discretionary | 9.11% |