Baird Financial Group Portfolio holdings
AUM
$57B
This Quarter Return
+10.69%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$57B
AUM Growth
+$57B
(+9.8%)
Cap. Flow
+$1.91B
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
24.8%
Holding
1,866
New
113
Increased
782
Reduced
788
Closed
101
Top Buys
| 1 |
Amazon
AMZN
|
$318M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$158M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$115M |
| 4 |
Meta Platforms (Facebook)
META
|
$93.4M |
| 5 |
Danaher
DHR
|
$80.2M |
Top Sells
| 1 |
Fastenal
FAST
|
$103M |
| 2 |
O'Reilly Automotive
ORLY
|
$86.7M |
| 3 |
UnitedHealth
UNH
|
$82.8M |
| 4 |
GE Vernova
GEV
|
$68M |
| 5 |
Manhattan Associates
MANH
|
$40.2M |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 13.98% |
| 3 | Industrials | 10.72% |
| 4 | Consumer Discretionary | 8.36% |
| 5 | Communication Services | 6.91% |
