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
626
$2.17M 0.01%
65,431
+932
627
$2.15M 0.01%
39,794
+568
628
$2.15M 0.01%
78,690
-16,063
629
$2.14M 0.01%
58,575
-1,155
630
$2.14M 0.01%
29,163
+2,969
631
$2.13M 0.01%
+37,837
632
$2.12M 0.01%
59,576
+4,025
633
$2.11M 0.01%
42,704
+1,861
634
$2.11M 0.01%
37,915
-11,876
635
$2.1M 0.01%
127,788
-14,514
636
$2.1M 0.01%
233,043
+943
637
$2.08M 0.01%
40,770
-859
638
$2.08M 0.01%
24,974
-357
639
$2.08M 0.01%
204,129
+17,550
640
$2.08M 0.01%
40,767
-33,393
641
$2.07M 0.01%
11,260
+56
642
$2.06M 0.01%
43,366
+56
643
$2.05M 0.01%
109,002
+10,374
644
$2.04M 0.01%
33,424
-899
645
$2.04M 0.01%
22,162
-3,428
646
$2.04M 0.01%
10,753
-22,765
647
$2.02M 0.01%
59,622
+50,526
648
$2.02M 0.01%
+52,639
649
$2.02M 0.01%
249,557
-1,972
650
$2.01M 0.01%
27,555
-3,257
24 25
26
27 28