Baird Financial Group Portfolio holdings
AUM
$57B
This Quarter Return
+9.8%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$29.2B
AUM Growth
+$29.2B
(+10%)
Cap. Flow
+$1.3B
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
21.14%
Holding
1,611
New
103
Increased
690
Reduced
630
Closed
129
Top Buys
| 1 |
Apple
AAPL
|
$927M |
| 2 |
Charles Schwab
SCHW
|
$110M |
| 3 |
Tesla
TSLA
|
$82.4M |
| 4 |
ANSS
Ansys
ANSS
|
$34.9M |
| 5 |
Qualys
QLYS
|
$33.5M |
Top Sells
| 1 |
Dolby
DLB
|
$47.3M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$41.6M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$34M |
| 4 |
AptarGroup
ATR
|
$29.2M |
| 5 |
D.R. Horton
DHI
|
$24.7M |
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Healthcare | 11.98% |
| 3 | Financials | 10.88% |
| 4 | Industrials | 9.37% |
| 5 | Consumer Discretionary | 9.31% |