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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$35.2M
3
+$35.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.2M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$26.8M

Top Sells

1
+$64.6M
2
+$49.4M
3
+$42.4M
4
BFH icon
Bread Financial
BFH
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$37.8M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.58%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.75M 0.02%
29,559
+19,636
577
$2.75M 0.02%
121,095
+2,798
578
$2.74M 0.02%
16,516
-581
579
$2.73M 0.02%
48,807
-23
580
$2.72M 0.02%
32,608
-318
581
$2.72M 0.02%
98,775
+4,435
582
$2.71M 0.02%
37,569
-2
583
$2.7M 0.02%
104,667
-7,111
584
$2.7M 0.02%
+45,103
585
$2.69M 0.02%
71,000
+27
586
$2.69M 0.02%
17,419
+101
587
$2.65M 0.02%
22,310
+4,178
588
$2.64M 0.02%
40,724
-1,846
589
$2.63M 0.02%
23,983
+2,989
590
$2.63M 0.02%
44,607
-6,687
591
$2.59M 0.02%
79,289
+10,417
592
$2.59M 0.02%
51,470
+1,852
593
$2.59M 0.02%
80,795
-14,657
594
$2.59M 0.02%
32,140
+561
595
$2.58M 0.02%
122,697
-59,800
596
$2.56M 0.02%
36,874
+382
597
$2.56M 0.02%
12,923
-219
598
$2.56M 0.02%
33,111
-15
599
$2.55M 0.02%
33,762
+44
600
$2.52M 0.02%
159,184
-3,665
22 23
24
25 26