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
301
$6.98M 0.06%
94,563
+5,361
302
$6.95M 0.06%
188,047
+12,789
303
$6.93M 0.06%
255,135
+3,753
304
$6.93M 0.06%
61,444
+1,033
305
$6.91M 0.06%
224,478
+23,413
306
$6.84M 0.06%
211,568
+4,333
307
$6.76M 0.06%
35,710
-21,890
308
$6.76M 0.06%
123,042
+2,337
309
$6.69M 0.06%
305,478
+7,067
310
$6.64M 0.06%
240,044
+4,178
311
$6.44M 0.06%
29,682
+9,226
312
$6.42M 0.06%
138,014
+26,890
313
$6.39M 0.06%
27,173
-21,183
314
$6.37M 0.06%
85,841
+2,391
315
$6.33M 0.06%
32,267
-6,521
316
$6.33M 0.06%
80,402
+808
317
$6.33M 0.06%
91,254
+1,769
318
$6.27M 0.06%
280,464
-58,322
319
$6.27M 0.06%
+99,547
320
$6.25M 0.06%
362,759
+6,746
321
$6.23M 0.06%
71,616
+20,286
322
$6.23M 0.06%
102,765
+86
323
$6.2M 0.06%
233,456
+2,319
324
$6.18M 0.06%
227,011
+111,337
325
$6.18M 0.06%
108,455
+4,064
11 12
13
14 15