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
401
$5.76M 0.04%
92,641
-213
402
$5.74M 0.04%
101,999
+23,928
403
$5.69M 0.04%
61,250
+11,297
404
$5.67M 0.04%
177,812
+1,009
405
$5.64M 0.04%
394,383
+32,542
406
$5.61M 0.04%
130,309
+287
407
$5.58M 0.04%
88,768
-7,962
408
$5.54M 0.04%
39,614
+2,852
409
$5.52M 0.04%
96,275
+5,436
410
$5.49M 0.04%
66,029
+43,788
411
$5.43M 0.04%
28,238
+4,679
412
$5.42M 0.04%
44,427
-352,849
413
$5.39M 0.04%
76,779
-38,623
414
$5.36M 0.04%
82,249
-4,601
415
$5.34M 0.04%
22,007
-4,056
416
$5.32M 0.04%
421,750
+32,246
417
$5.31M 0.04%
249,927
-9,429
418
$5.3M 0.04%
71,450
-19,929
419
$5.3M 0.04%
449,147
+7,186
420
$5.27M 0.04%
33,868
-622
421
$5.23M 0.04%
96,961
+254
422
$5.19M 0.04%
36,796
+3,174
423
$5.16M 0.04%
128,114
+58,096
424
$5.15M 0.03%
38,308
+2,495
425
$5.14M 0.03%
26,452
+168
15 16
17
18 19