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
551
$2.23M 0.02%
23,293
+43
552
$2.22M 0.02%
87,741
-10,771
553
$2.2M 0.02%
28,539
-2,511
554
$2.2M 0.02%
62,376
-175
555
$2.2M 0.02%
26,598
-2,501
556
$2.19M 0.02%
45,001
+5,869
557
$2.18M 0.02%
21,333
-40
558
$2.18M 0.02%
44,875
-2,375
559
$2.17M 0.02%
200,533
-26,162
560
$2.17M 0.02%
64,940
-200
561
$2.17M 0.02%
137,312
+46,977
562
$2.09M 0.02%
+110,282
563
$2.08M 0.02%
39,878
-273
564
$2.07M 0.02%
111,296
565
$2.07M 0.02%
31,618
-1,115
566
$2.07M 0.02%
58,123
-7,026
567
$2.07M 0.02%
26,370
+3,762
568
$2.07M 0.02%
27,470
+812
569
$2.04M 0.02%
24,820
+286
570
$2.04M 0.02%
43,545
-2,533
571
$2.03M 0.02%
56,656
-6,659
572
$2.02M 0.02%
29,782
-1,365
573
$2.02M 0.02%
168,345
-183,279
574
$2M 0.02%
55,572
-4,538
575
$1.99M 0.02%
39,646
+10,507
21 22
23
24 25