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
376
$4.59M 0.04%
40,369
+7,992
377
$4.57M 0.04%
93,341
-2,572
378
$4.48M 0.04%
32,554
-1,060
379
$4.47M 0.04%
96,312
-129,358
380
$4.47M 0.04%
184,450
+3,868
381
$4.47M 0.04%
+281,196
382
$4.43M 0.04%
272,914
383
$4.42M 0.04%
359,448
-24,398
384
$4.39M 0.04%
167,514
-800,868
385
$4.3M 0.04%
67,402
+893
386
$4.3M 0.04%
17,222
-143
387
$4.24M 0.04%
30,701
+568
388
$4.22M 0.04%
77,538
+58,284
389
$4.21M 0.04%
54,819
+9,565
390
$4.2M 0.04%
252,165
-23,897
391
$4.17M 0.04%
90,033
+9,585
392
$4.15M 0.04%
298,280
+14,731
393
$4.13M 0.04%
52,718
+6,076
394
$4.13M 0.04%
248,721
-101,373
395
$4.13M 0.04%
42,958
+1,287
396
$4.1M 0.04%
163,923
-5,330
397
$4.1M 0.04%
29,925
+141
398
$4.09M 0.04%
38,712
+4,048
399
$4.08M 0.04%
87,248
+42,489
400
$4.08M 0.04%
62,816
-3,235
14 15
16
17 18