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
651
$1.35M 0.01%
52,492
-250
652
$1.34M 0.01%
12,555
+1,220
653
$1.34M 0.01%
29,153
+1,456
654
$1.34M 0.01%
77,202
-22,662
655
$1.34M 0.01%
100,699
-8,606
656
$1.33M 0.01%
62,480
+5,407
657
$1.33M 0.01%
40,512
+1,260
658
$1.33M 0.01%
+29,310
659
$1.32M 0.01%
41,023
+700
660
$1.31M 0.01%
+28,321
661
$1.31M 0.01%
12,944
-30
662
$1.31M 0.01%
16,399
+194
663
$1.3M 0.01%
37,679
+2,384
664
$1.3M 0.01%
34,434
-11,940
665
$1.29M 0.01%
143,450
+20,639
666
$1.29M 0.01%
32,711
+296
667
$1.29M 0.01%
+25,705
668
$1.28M 0.01%
94,308
-11,957
669
$1.28M 0.01%
21,644
+900
670
$1.28M 0.01%
250,263
+132,450
671
$1.27M 0.01%
145,305
+98,990
672
$1.27M 0.01%
53,010
-483
673
$1.27M 0.01%
122,533
+1,524
674
$1.26M 0.01%
30,147
-989
675
$1.26M 0.01%
64,550
-13,300
25 26
27
28 29