Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Return
20.87%
This Quarter Return
+6.49%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$37.9B
AUM Growth
-$2.65B
(-6.5%)
Cap. Flow
-$4.88B
Cap. Flow
% of AUM
-12.87%
Top 10 Holdings %
Top 10 Hldgs %
22.81%
Holding
1,780
New
96
Increased
749
Reduced
788
Closed
94
Top Buys
| 1 |
Dollar Tree
DLTR
|
+$59.8M |
| 2 |
Equifax
EFX
|
+$57.1M |
| 3 |
Veeva Systems
VEEV
|
+$54.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$51.3M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
+$41.4M |
Top Sells
| 1 |
Apple
AAPL
|
+$401M |
| 2 |
Microsoft
MSFT
|
+$370M |
| 3 |
O'Reilly Automotive
ORLY
|
+$214M |
| 4 |
Home Depot
HD
|
+$180M |
| 5 |
JPMorgan Chase
JPM
|
+$178M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Industrials | 11.26% |
| 3 | Financials | 11.25% |
| 4 | Healthcare | 10.02% |
| 5 | Consumer Discretionary | 8.35% |
