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
$47.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$61.9M
3
+$42.5M
4
APPF icon
AppFolio
APPF
+$38M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$37.5M

Top Sells

1
+$52.9M
2
+$41.7M
3
+$39.2M
4
NKE icon
Nike
NKE
+$30.9M
5
ICLR icon
Icon
ICLR
+$28.9M

Sector Composition

1 Technology 18.5%
2 Financials 12.8%
3 Industrials 10.87%
4 Healthcare 9.14%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.9M 0.04%
130,024
+15,684
327
$19.9M 0.04%
106,072
+43,451
328
$19.8M 0.04%
258,096
+29,037
329
$19.8M 0.04%
220,859
-84,725
330
$19.5M 0.04%
442,894
+13,972
331
$19.2M 0.04%
160,525
+7,035
332
$19M 0.04%
736,783
+162,616
333
$19M 0.04%
80,391
+852
334
$18.9M 0.04%
26,153
+2,642
335
$18.8M 0.04%
1,069,382
+91,467
336
$18.7M 0.04%
586,762
-58,915
337
$18.7M 0.04%
60,669
+4,307
338
$18.7M 0.04%
158,623
+28,513
339
$18.7M 0.04%
76,257
+655
340
$18.6M 0.04%
34,730
-5,035
341
$18.5M 0.04%
47,233
+4,070
342
$18.2M 0.04%
221,445
+11,499
343
$18.1M 0.04%
+600,140
344
$18.1M 0.04%
248,220
+40,295
345
$18.1M 0.04%
159,726
-15,089
346
$18.1M 0.04%
278,429
-49,728
347
$18.1M 0.04%
197,880
+5,216
348
$18M 0.04%
440,320
+39,969
349
$18M 0.04%
501,211
-180,721
350
$17.9M 0.04%
544,104
+241,264
12 13
14
15 16