Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.85M 0.09%
116,784
+28,874
227
$9.82M 0.09%
284,588
-18,801
228
$9.73M 0.09%
265,411
-997
229
$9.72M 0.09%
99,827
+1,240
230
$9.72M 0.09%
169,046
+5,444
231
$9.55M 0.09%
178,021
+3,953
232
$9.49M 0.09%
218,065
-39,584
233
$9.43M 0.09%
119,252
+4,444
234
$9.43M 0.09%
137,702
+47,966
235
$9.42M 0.09%
106,242
-5,361
236
$9.38M 0.09%
277,307
+20,784
237
$9.37M 0.09%
117,489
-9,355
238
$9.33M 0.09%
455,100
+203,298
239
$9.29M 0.09%
456,372
-32,621
240
$9.28M 0.09%
64,828
+631
241
$9.18M 0.08%
81,446
+4,567
242
$9.17M 0.08%
149,635
+6,239
243
$9.16M 0.08%
105,661
+1,503
244
$9.15M 0.08%
701,453
+166,268
245
$9.11M 0.08%
76,506
+6,774
246
$9.09M 0.08%
173,946
+38,393
247
$9.03M 0.08%
187,207
+3,157
248
$9.01M 0.08%
307,722
+1,014
249
$9.01M 0.08%
+188,441
250
$8.99M 0.08%
59,780
+174
8 9
10
11 12