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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.53M 0.02%
50,218
-2,080
502
$2.5M 0.02%
20,179
+97
503
$2.48M 0.02%
69,570
-58,330
504
$2.48M 0.02%
15,559
+2,198
505
$2.47M 0.02%
82,400
+340
506
$2.47M 0.02%
252,271
-187,672
507
$2.46M 0.02%
+45,769
508
$2.46M 0.02%
57,328
-1,102
509
$2.46M 0.02%
75,599
-402,058
510
$2.46M 0.02%
22,098
+16,952
511
$2.44M 0.02%
37,121
+1,025
512
$2.43M 0.02%
20,811
+145
513
$2.42M 0.02%
28,358
+4,405
514
$2.41M 0.02%
27,041
-15,654
515
$2.4M 0.02%
34,256
+1,280
516
$2.4M 0.02%
21,481
-1,903
517
$2.39M 0.02%
+65,670
518
$2.39M 0.02%
124,359
-335
519
$2.37M 0.02%
106,193
+7,211
520
$2.33M 0.02%
86,866
+13,851
521
$2.32M 0.02%
59,371
+30,730
522
$2.3M 0.02%
54,366
+11,622
523
$2.29M 0.02%
40,280
-1,363
524
$2.29M 0.02%
126,881
+68,226
525
$2.25M 0.02%
19,204
-13,226
19 20
21
22 23