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
426
$5.13M 0.03%
+122,183
427
$5.11M 0.03%
38,283
+1,582
428
$5.1M 0.03%
203,743
-1,000
429
$5.09M 0.03%
73,582
-2,331
430
$5.09M 0.03%
+29,531
431
$5.03M 0.03%
104,178
+8,729
432
$4.99M 0.03%
58,525
-9,511
433
$4.97M 0.03%
75,607
-5,074
434
$4.97M 0.03%
55,167
+7,741
435
$4.95M 0.03%
67,311
+13,722
436
$4.9M 0.03%
80,031
+33,807
437
$4.87M 0.03%
136,487
+23,801
438
$4.86M 0.03%
65,452
-11,248
439
$4.84M 0.03%
80,510
+4,783
440
$4.82M 0.03%
87,083
+9,025
441
$4.81M 0.03%
85,739
-3,667
442
$4.79M 0.03%
30,159
+246
443
$4.76M 0.03%
71,848
+491
444
$4.75M 0.03%
108,531
+21,506
445
$4.75M 0.03%
77,797
+10,461
446
$4.74M 0.03%
50,361
+4,762
447
$4.72M 0.03%
61,850
+4,237
448
$4.71M 0.03%
96,928
-1,035,326
449
$4.7M 0.03%
76,912
+431
450
$4.7M 0.03%
11,477
+4,574
16 17
18
19 20