Baird Financial Group Portfolio holdings
AUM
$57B
This Quarter Return
-3.51%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$36.7B
AUM Growth
+$36.7B
(-3.2%)
Cap. Flow
+$547M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
22.66%
Holding
1,789
New
103
Increased
871
Reduced
668
Closed
84
Top Buys
| 1 |
Copart
CPRT
|
$55.8M |
| 2 |
Dynatrace
DT
|
$50.7M |
| 3 |
BJs Wholesale Club
BJ
|
$43.2M |
| 4 |
Novo Nordisk
NVO
|
$33.9M |
| 5 |
Veeva Systems
VEEV
|
$33.1M |
Top Sells
| 1 |
Doximity
DOCS
|
$53.7M |
| 2 |
GTM
ZoomInfo Technologies
GTM
|
$41.4M |
| 3 |
ProShares Short S&P500
SH
|
$33.7M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$28M |
| 5 |
Tractor Supply
TSCO
|
$26.1M |
Sector Composition
| 1 | Technology | 18.48% |
| 2 | Financials | 11.84% |
| 3 | Industrials | 11.18% |
| 4 | Healthcare | 9.79% |
| 5 | Consumer Discretionary | 8.17% |