Baird Financial Group Portfolio holdings
AUM
$57B
This Quarter Return
+1.66%
1 Year Return
+20.87%
3 Year Return
+74.96%
5 Year Return
+130.49%
10 Year Return
+303.64%
AUM
$52.3B
AUM Growth
+$52.3B
(+1.5%)
Cap. Flow
+$998M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
1,840
New
93
Increased
889
Reduced
671
Closed
94
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$155M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$105M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$78.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$55.6M |
| 5 |
Datadog
DDOG
|
$55M |
Top Sells
| 1 |
Cisco
CSCO
|
$122M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$67.9M |
| 3 |
Shift4
FOUR
|
$44M |
| 4 |
ANSS
Ansys
ANSS
|
$41.9M |
| 5 |
AppFolio
APPF
|
$38M |
Sector Composition
| 1 | Technology | 19.2% |
| 2 | Financials | 13.83% |
| 3 | Industrials | 10.43% |
| 4 | Consumer Discretionary | 8.48% |
| 5 | Healthcare | 6.69% |
