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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$149M
3
+$127M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$122M
5
UNH icon
UnitedHealth
UNH
+$106M

Top Sells

1
+$57M
2
+$38.3M
3
+$36.2M
4
TTC icon
Toro Company
TTC
+$35.9M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.08%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.12M 0.02%
266,809
-50,333
477
$9.11M 0.02%
372,320
+22,446
478
$8.98M 0.02%
156,086
-65,572
479
$8.96M 0.02%
155,348
+24,207
480
$8.93M 0.02%
5,684
+315
481
$8.92M 0.02%
32,470
-1,190
482
$8.91M 0.02%
34,490
-6,043
483
$8.89M 0.02%
160,876
-596
484
$8.89M 0.02%
557,782
-20,087
485
$8.86M 0.02%
52,323
-281
486
$8.83M 0.02%
382,461
-27,370
487
$8.82M 0.02%
345,642
-31,581
488
$8.8M 0.02%
129,978
+41,702
489
$8.78M 0.02%
36,325
-286
490
$8.71M 0.02%
214,061
-11,983
491
$8.65M 0.02%
111,274
-544
492
$8.64M 0.02%
166,049
-8,995
493
$8.61M 0.02%
10,691
+2,896
494
$8.6M 0.02%
237,930
-22,317
495
$8.52M 0.02%
178,204
-2,640
496
$8.49M 0.02%
45,323
-6,603
497
$8.48M 0.02%
62,384
-16,827
498
$8.47M 0.02%
276,805
-13,659
499
$8.47M 0.02%
146,953
-7,106
500
$8.47M 0.02%
295,586
+31,835
18 19
20
21 22