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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1 +$153M
2 +$149M
3 +$127M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$122M
5
UNH icon
UnitedHealth
UNH
+$106M

Top Sells

1 +$57M
2 +$38.3M
3 +$36.2M
4
TTC icon
Toro Company
TTC
+$35.9M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.11%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$4.01M 0.01%
22,448
-1,131
727
$4.01M 0.01%
137,148
+35,507
728
$3.99M 0.01%
11,801
+651
729
$3.99M 0.01%
27,995
-1,279
730
$3.99M 0.01%
134,781
+82,281
731
$3.98M 0.01%
64,692
+1,849
732
$3.93M 0.01%
12,171
-1,700
733
$3.92M 0.01%
79,347
+1,899
734
$3.9M 0.01%
10,279
-1,238
735
$3.88M 0.01%
151,409
+47,176
736
$3.85M 0.01%
45,588
-3,114
737
$3.84M 0.01%
49,046
-48
738
$3.83M 0.01%
36,335
-3,179
739
$3.82M 0.01%
23,186
+8,160
740
$3.81M 0.01%
300,520
-5,601
741
$3.8M 0.01%
51,597
+1,032
742
$3.75M 0.01%
711,332
+69,397
743
$3.72M 0.01%
66,719
-22,452
744
$3.72M 0.01%
55,222
-1,924
745
$3.72M 0.01%
34,719
+16,677
746
$3.7M 0.01%
55,646
+4,068
747
$3.7M 0.01%
52,857
-42,057
748
$3.68M 0.01%
180,693
749
$3.62M 0.01%
92,563
+20,266
750
$3.61M 0.01%
+117,007