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
651
$2M 0.01%
36,603
+12,598
652
$2M 0.01%
38,033
+6,086
653
$2M 0.01%
56,959
+6,092
654
$1.99M 0.01%
72,268
+34,026
655
$1.98M 0.01%
8,324
-88
656
$1.98M 0.01%
48,854
+8,580
657
$1.97M 0.01%
43,832
+1,442
658
$1.96M 0.01%
12,339
-3,423
659
$1.96M 0.01%
19,329
-182
660
$1.95M 0.01%
25,859
-134
661
$1.95M 0.01%
81,951
-933
662
$1.94M 0.01%
38,235
-2,445
663
$1.94M 0.01%
21,098
-478
664
$1.93M 0.01%
121,823
-2,801
665
$1.92M 0.01%
30,748
-3,145
666
$1.92M 0.01%
146,430
+134,574
667
$1.91M 0.01%
44,425
-12,790
668
$1.9M 0.01%
94,841
-1,494
669
$1.89M 0.01%
20,022
+3,400
670
$1.89M 0.01%
105,555
-29,921
671
$1.89M 0.01%
5,508
-404
672
$1.88M 0.01%
29,106
+7,372
673
$1.87M 0.01%
73,433
-55
674
$1.87M 0.01%
179,469
-11,788
675
$1.87M 0.01%
201,209
+15,635
25 26
27
28 29