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
551
$2M 0.02%
62,969
-175
552
$1.99M 0.02%
29,388
+10,212
553
$1.99M 0.02%
+63,232
554
$1.99M 0.02%
118,086
-3,897
555
$1.98M 0.02%
15,620
+2,037
556
$1.96M 0.02%
23,554
-238
557
$1.95M 0.02%
+81,674
558
$1.93M 0.02%
43,458
+2,012
559
$1.93M 0.02%
25,059
-947
560
$1.92M 0.02%
18,142
+8,005
561
$1.91M 0.02%
34,486
-316,449
562
$1.9M 0.02%
16,323
+6,237
563
$1.9M 0.02%
153,051
-4,741
564
$1.89M 0.02%
27,455
+50
565
$1.88M 0.02%
50,360
+1,300
566
$1.87M 0.02%
44,469
+9,190
567
$1.86M 0.02%
17,909
-2,545
568
$1.86M 0.02%
14,199
+3,437
569
$1.85M 0.02%
49,744
-5,756
570
$1.85M 0.02%
49,994
+22,024
571
$1.84M 0.02%
41,929
+32,885
572
$1.84M 0.02%
30,905
-980
573
$1.83M 0.02%
11,344
-178
574
$1.83M 0.02%
33,115
-1,075
575
$1.83M 0.02%
91,639
-3,305
21 22
23
24 25