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
676
$1.25M 0.01%
23,779
+7,343
677
$1.24M 0.01%
+112,975
678
$1.24M 0.01%
7,508
+36
679
$1.23M 0.01%
90,241
-5,715
680
$1.22M 0.01%
29,352
-31,247
681
$1.22M 0.01%
12,821
-4,228
682
$1.22M 0.01%
30,964
-239
683
$1.22M 0.01%
+17,975
684
$1.21M 0.01%
55,941
+1,730
685
$1.21M 0.01%
22,401
+88
686
$1.2M 0.01%
34,536
-1,410
687
$1.19M 0.01%
139,193
-133,888
688
$1.19M 0.01%
26,787
-1,486
689
$1.18M 0.01%
72,518
-27,056
690
$1.18M 0.01%
210,777
-50,171
691
$1.18M 0.01%
48,160
+250
692
$1.18M 0.01%
19,645
-429
693
$1.17M 0.01%
20,791
+14,440
694
$1.17M 0.01%
27,760
+86
695
$1.16M 0.01%
161,491
+4,942
696
$1.16M 0.01%
86,161
-14,104
697
$1.16M 0.01%
26,972
+9,621
698
$1.16M 0.01%
121,701
+8,478
699
$1.15M 0.01%
19,717
-2,530
700
$1.14M 0.01%
8,093
-578
26 27
28
29 30