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
$14.7B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$35.8M
3
+$34.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$33.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32M

Top Sells

1
+$41.6M
2
+$35.5M
3
+$35.4M
4
LKQ icon
LKQ Corp
LKQ
+$34.7M
5
RHT
Red Hat Inc
RHT
+$33.3M

Sector Composition

1 Technology 15.81%
2 Healthcare 12.16%
3 Industrials 10.13%
4 Financials 9.88%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.06M 0.05%
35,614
+2,786
327
$8.05M 0.05%
168,454
+118,015
328
$8.04M 0.05%
150,557
+3,389
329
$8M 0.05%
53,140
-22,099
330
$7.99M 0.05%
165,054
+65
331
$7.99M 0.05%
273,421
+2,714
332
$7.96M 0.05%
108,651
+1,250
333
$7.96M 0.05%
292,070
+70,049
334
$7.95M 0.05%
132,286
+59,219
335
$7.93M 0.05%
113,086
+26,554
336
$7.89M 0.05%
235,843
-50,552
337
$7.88M 0.05%
251,088
-6,132
338
$7.66M 0.05%
70,270
+36,394
339
$7.57M 0.05%
144,996
-67,580
340
$7.47M 0.05%
240,212
+68,556
341
$7.46M 0.05%
281,864
-135,714
342
$7.41M 0.05%
122,901
+3,941
343
$7.39M 0.05%
735,750
-22,980
344
$7.36M 0.05%
49,341
+7,901
345
$7.36M 0.05%
80,038
+29,893
346
$7.32M 0.05%
229,884
+2,793
347
$7.32M 0.05%
326,811
-13,136
348
$7.31M 0.05%
146,650
+15,177
349
$7.3M 0.05%
126,347
-136,872
350
$7.27M 0.05%
209,745
+59,090
12 13
14
15 16