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
476
$2.97M 0.03%
287,322
-5,588
477
$2.97M 0.03%
66,377
-497
478
$2.95M 0.03%
23,705
+3,731
479
$2.95M 0.03%
33,154
+1,976
480
$2.95M 0.03%
99,743
+7,134
481
$2.94M 0.03%
128,086
+52,572
482
$2.93M 0.03%
+12,404
483
$2.91M 0.03%
63,814
-16,215
484
$2.91M 0.03%
258,582
+19,513
485
$2.91M 0.03%
86,252
-72,206
486
$2.9M 0.03%
28,570
-23,712
487
$2.89M 0.03%
116,271
-86,174
488
$2.88M 0.03%
54,328
-40,558
489
$2.88M 0.03%
159,420
+5,781
490
$2.88M 0.03%
118,620
-18,070
491
$2.88M 0.03%
21,068
-1,981
492
$2.88M 0.03%
202,170
-28,340
493
$2.84M 0.02%
105,017
+5,617
494
$2.82M 0.02%
64,941
-666
495
$2.82M 0.02%
257,439
-30,420
496
$2.79M 0.02%
25,551
+13,007
497
$2.77M 0.02%
100,374
+3,225
498
$2.77M 0.02%
+128,269
499
$2.77M 0.02%
60,717
-25
500
$2.75M 0.02%
13,933
-637
18 19
20
21 22