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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.82M 0.04%
+216,122
377
$4.82M 0.04%
631,849
+580,072
378
$4.82M 0.04%
64,683
-4,544
379
$4.8M 0.04%
282,061
+5,176
380
$4.79M 0.04%
59,351
-4,200
381
$4.79M 0.04%
121,426
-12,828
382
$4.78M 0.04%
45,287
+5,687
383
$4.74M 0.04%
80,779
-2,988
384
$4.73M 0.04%
87,778
-804
385
$4.67M 0.04%
79,625
-8,350
386
$4.65M 0.04%
19,979
+4,803
387
$4.63M 0.04%
25,314
+3,413
388
$4.63M 0.04%
171,797
+28,577
389
$4.6M 0.04%
63,882
-32,511
390
$4.54M 0.04%
52,510
+106
391
$4.52M 0.04%
43,151
-8,147
392
$4.45M 0.04%
203,743
393
$4.42M 0.04%
18,474
+3,779
394
$4.42M 0.04%
+134,502
395
$4.41M 0.04%
96,356
-83,791
396
$4.4M 0.04%
30,111
+340
397
$4.33M 0.04%
52,330
+9,209
398
$4.33M 0.04%
124,776
+42,751
399
$4.33M 0.04%
29,640
-61,291
400
$4.29M 0.04%
115,082
+12,810
14 15
16
17 18