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
576
$1.81M 0.02%
69,802
+5,499
577
$1.8M 0.02%
47,530
-6,586
578
$1.8M 0.02%
16,895
-125
579
$1.79M 0.02%
76,373
+7,538
580
$1.79M 0.02%
26,897
581
$1.78M 0.02%
22,065
-400
582
$1.77M 0.02%
+44,673
583
$1.77M 0.02%
6,926
-50
584
$1.76M 0.02%
88,924
-568
585
$1.76M 0.02%
23,628
-2,509
586
$1.75M 0.02%
73,425
587
$1.74M 0.02%
110,365
+24,501
588
$1.74M 0.02%
+18,225
589
$1.73M 0.02%
80,720
-5,593
590
$1.72M 0.02%
59,198
-34,700
591
$1.71M 0.02%
39,760
-16,374
592
$1.71M 0.02%
190,446
+4,847
593
$1.7M 0.02%
15,494
-680
594
$1.7M 0.02%
55,693
-33,305
595
$1.7M 0.02%
25,604
+10,711
596
$1.69M 0.02%
33,373
+6,880
597
$1.69M 0.02%
48,412
+367
598
$1.68M 0.02%
20,632
-4,510
599
$1.67M 0.02%
7,842
+95
600
$1.67M 0.02%
6,316
+494
22 23
24
25 26