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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.13M 0.01%
10,600
727
$1.13M 0.01%
140,225
-9,435
728
$1.12M 0.01%
+20,822
729
$1.12M 0.01%
+41,133
730
$1.11M 0.01%
20,060
-200
731
$1.1M 0.01%
15,787
+5,141
732
$1.1M 0.01%
54,179
+1,682
733
$1.1M 0.01%
+32,079
734
$1.1M 0.01%
8,865
-81
735
$1.09M 0.01%
26,641
+1,140
736
$1.09M 0.01%
59,338
-5,993
737
$1.09M 0.01%
+31,340
738
$1.09M 0.01%
82,396
+4,230
739
$1.08M 0.01%
+26,700
740
$1.07M 0.01%
41,379
+3,405
741
$1.07M 0.01%
50,416
+725
742
$1.07M 0.01%
+38,544
743
$1.06M 0.01%
7,913
-175
744
$1.06M 0.01%
16,020
+100
745
$1.06M 0.01%
+21,459
746
$1.05M 0.01%
11,303
-14
747
$1.05M 0.01%
28,877
-20,999
748
$1.04M 0.01%
105,504
+448
749
$1.04M 0.01%
+16,346
750
$1.03M 0.01%
114,122
-77,391
28 29
30
31 32