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
351
$5.24M 0.05%
276,200
+78,380
352
$5.17M 0.05%
123,678
+1,663
353
$5.08M 0.05%
109,900
-6,485
354
$5.05M 0.05%
130,854
-1,480
355
$5.04M 0.05%
113,926
-19,934
356
$5.02M 0.05%
131,477
-1,461
357
$5M 0.05%
42,161
+15,171
358
$4.98M 0.05%
71,036
+1,510
359
$4.98M 0.05%
157,406
-16,909
360
$4.91M 0.05%
37,482
+1,519
361
$4.89M 0.04%
228,459
-354
362
$4.89M 0.04%
410,037
-50,264
363
$4.88M 0.04%
138,985
+8,979
364
$4.82M 0.04%
122,580
-824
365
$4.79M 0.04%
121,041
+7,357
366
$4.79M 0.04%
212,851
+19,811
367
$4.79M 0.04%
112,300
+39,125
368
$4.74M 0.04%
37,992
+2,877
369
$4.72M 0.04%
74,614
+149
370
$4.71M 0.04%
50,401
+8,315
371
$4.71M 0.04%
65,677
+1,899
372
$4.69M 0.04%
57,875
+1,502
373
$4.64M 0.04%
131,428
+7,993
374
$4.61M 0.04%
100,565
-5,273
375
$4.61M 0.04%
102,164
-51,520
13 14
15
16 17