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
701
$1.73M 0.01%
104,411
-3,829
702
$1.72M 0.01%
65,417
+18,184
703
$1.7M 0.01%
1,359
+125
704
$1.7M 0.01%
32,306
+871
705
$1.69M 0.01%
17,307
+9,879
706
$1.67M 0.01%
12,386
-3
707
$1.66M 0.01%
76,877
+3,988
708
$1.66M 0.01%
20,280
-345
709
$1.64M 0.01%
28,711
+1,846
710
$1.63M 0.01%
40,460
+1,496
711
$1.63M 0.01%
30,164
-1,930
712
$1.61M 0.01%
7,094
-250
713
$1.6M 0.01%
18,372
+65
714
$1.59M 0.01%
147,684
+1,224
715
$1.59M 0.01%
15,883
-874
716
$1.58M 0.01%
32,938
-21,909
717
$1.58M 0.01%
34,567
+204
718
$1.58M 0.01%
48,892
-1,156
719
$1.57M 0.01%
79,111
-1,212
720
$1.57M 0.01%
20,161
+209
721
$1.57M 0.01%
37,337
-87
722
$1.56M 0.01%
+146,126
723
$1.55M 0.01%
10,706
-948
724
$1.54M 0.01%
151,731
-9,003
725
$1.53M 0.01%
42,975
-165
27 28
29
30 31