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
51
$49.7M 0.4%
79,654
-1,137
52
$49.2M 0.4%
395,684
+11,923
53
$48.6M 0.39%
1,093,301
+80,013
54
$48.4M 0.39%
937,646
-130,117
55
$47.9M 0.39%
958,952
-15,376
56
$47.7M 0.39%
558,126
-106,722
57
$47.6M 0.39%
286,935
+263,230
58
$47.6M 0.39%
918,126
+51,324
59
$47.6M 0.39%
181,765
+19,887
60
$47.6M 0.38%
283,845
+4,242
61
$47.6M 0.38%
1,516,611
-12,507
62
$47.5M 0.38%
410,914
+10,614
63
$47.4M 0.38%
474,955
-130,091
64
$47.3M 0.38%
165,765
+442
65
$46.9M 0.38%
1,235,105
-21,079
66
$46M 0.37%
408,739
+43,842
67
$45.7M 0.37%
1,020,456
-67,476
68
$45.4M 0.37%
2,595,400
+366,555
69
$44.8M 0.36%
289,734
-79,302
70
$44.8M 0.36%
917,900
-54,988
71
$44.6M 0.36%
303,900
+8,459
72
$44.6M 0.36%
412,592
-6,845
73
$43.9M 0.36%
646,253
+223,959
74
$43.7M 0.35%
619,227
+5,631
75
$43.7M 0.35%
449,164
-7,245
1 2
3
4 5