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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$41.5M
3
+$35.5M
4
AMGN icon
Amgen
AMGN
+$29.2M
5
ABB
ABB Ltd
ABB
+$26.8M

Top Sells

1
+$59.5M
2
+$44.5M
3
+$32.4M
4
USB icon
US Bancorp
USB
+$30M
5
MBLY
Mobileye N.V.
MBLY
+$27.7M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.41M 0.03%
32,971
-53,315
477
$3.41M 0.03%
70,955
-705
478
$3.36M 0.03%
166,925
+56,643
479
$3.35M 0.03%
130,594
+11,974
480
$3.31M 0.03%
45,178
+13,560
481
$3.29M 0.03%
1,209,480
+744,080
482
$3.29M 0.03%
76,400
-542
483
$3.25M 0.03%
103,298
-8,205
484
$3.18M 0.03%
69,169
-16,406
485
$3.16M 0.03%
178,581
+41,269
486
$3.15M 0.03%
114,049
+9,032
487
$3.13M 0.03%
45,862
-6,423
488
$3.12M 0.03%
93,639
+39,034
489
$3.12M 0.03%
60,444
+11,165
490
$3.11M 0.03%
65,091
-46,968
491
$3.1M 0.03%
61,604
-1,576
492
$3.09M 0.03%
214,868
-24,621
493
$3.08M 0.02%
63,312
+8,984
494
$3.08M 0.02%
44,365
+36,887
495
$3.07M 0.02%
266,531
+7,949
496
$3.05M 0.02%
64,606
+47,495
497
$3.04M 0.02%
27,235
+2,004
498
$3.03M 0.02%
27,346
+1,795
499
$3.01M 0.02%
202,999
+829
500
$2.99M 0.02%
29,919
-2,232
18 19
20
21 22