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
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$35.2M
3
+$35.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.2M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$26.8M

Top Sells

1
+$64.6M
2
+$49.4M
3
+$42.4M
4
BFH icon
Bread Financial
BFH
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$37.8M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.58%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.45M 0.04%
76,109
+2,798
377
$6.44M 0.04%
204,790
+1,480
378
$6.41M 0.04%
115,456
+11,742
379
$6.4M 0.04%
89,231
+1,134
380
$6.37M 0.04%
98,570
-3,989
381
$6.36M 0.04%
87,039
+14,157
382
$6.33M 0.04%
278,650
+3,846
383
$6.31M 0.04%
74,159
+352
384
$6.16M 0.04%
215,409
+11,209
385
$6.16M 0.04%
87,449
-1,060
386
$6.15M 0.04%
17,826
+779
387
$6.15M 0.04%
162,998
-856
388
$6.12M 0.04%
488,207
+14,368
389
$6.08M 0.04%
91,538
+874
390
$6.06M 0.04%
181,274
-18,643
391
$6.06M 0.04%
54,707
+3,500
392
$6.05M 0.04%
48,800
+38,199
393
$6.05M 0.04%
103,725
+4,523
394
$6.05M 0.04%
22,253
-101,059
395
$6.04M 0.04%
379,038
-3,008
396
$5.91M 0.04%
61,115
-2,308
397
$5.9M 0.04%
87,224
-38,920
398
$5.87M 0.04%
46,236
-21,020
399
$5.79M 0.04%
40,552
+37,368
400
$5.78M 0.04%
75,790
-6,048
14 15
16
17 18