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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$41.5M
3
+$35.5M
4
AMGN icon
Amgen
AMGN
+$29.2M
5
ABB
ABB Ltd
ABB
+$26.8M

Top Sells

1
+$59.5M
2
+$44.5M
3
+$32.4M
4
USB icon
US Bancorp
USB
+$30M
5
MBLY
Mobileye N.V.
MBLY
+$27.7M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.94M 0.02%
92,450
+999
602
$1.94M 0.02%
16,414
-428
603
$1.93M 0.02%
47,918
+2,285
604
$1.93M 0.02%
46,504
-1,850
605
$1.93M 0.02%
57,930
-193
606
$1.92M 0.02%
50,421
-5,151
607
$1.92M 0.02%
15,906
-68
608
$1.91M 0.02%
+73,629
609
$1.91M 0.02%
68,305
-11,004
610
$1.9M 0.02%
28,118
+24,375
611
$1.89M 0.02%
35,220
+5,809
612
$1.89M 0.02%
121,827
-46,518
613
$1.89M 0.02%
126,880
+2,347
614
$1.88M 0.02%
83,128
-3,044
615
$1.88M 0.02%
74,920
-41,351
616
$1.87M 0.02%
94,464
-9,785
617
$1.85M 0.01%
87,015
-6,172
618
$1.82M 0.01%
31,500
+10,664
619
$1.82M 0.01%
28,834
-1,311
620
$1.81M 0.01%
54,925
-128,688
621
$1.81M 0.01%
29,587
-1,837
622
$1.8M 0.01%
42,490
+15,790
623
$1.79M 0.01%
8,190
+789
624
$1.79M 0.01%
32,712
+9,054
625
$1.78M 0.01%
106,278
+25,694
23 24
25
26 27