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
676
$1.45M 0.01%
28,780
-1,077
677
$1.45M 0.01%
40,944
+3,875
678
$1.44M 0.01%
95,371
-150
679
$1.43M 0.01%
+36,225
680
$1.42M 0.01%
52,272
-36,581
681
$1.42M 0.01%
57,648
-50,101
682
$1.42M 0.01%
58,016
+2,673
683
$1.41M 0.01%
80,384
+18,002
684
$1.41M 0.01%
94,464
-6,294
685
$1.41M 0.01%
37,406
-36,433
686
$1.4M 0.01%
18,211
+11,173
687
$1.4M 0.01%
65,049
+14,853
688
$1.39M 0.01%
31,368
-2,355
689
$1.39M 0.01%
44,008
-1,087
690
$1.39M 0.01%
11,645
691
$1.39M 0.01%
40,396
+4,430
692
$1.39M 0.01%
53,049
-9
693
$1.39M 0.01%
94,684
-7,660
694
$1.37M 0.01%
23,875
+16,627
695
$1.37M 0.01%
30,873
-1,100
696
$1.36M 0.01%
43,035
+60
697
$1.35M 0.01%
26,396
-2,189
698
$1.34M 0.01%
21,557
+4,652
699
$1.34M 0.01%
32,980
-24
700
$1.34M 0.01%
44,174
-5,000
26 27
28
29 30