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
$11.2B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$42.9M
3
+$34.9M
4
LULU icon
lululemon athletica
LULU
+$28.3M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$27.9M

Top Sells

1
+$39.5M
2
+$37.8M
3
+$35.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.4M
5
NTRS icon
Northern Trust
NTRS
+$33.1M

Sector Composition

1 Technology 15.22%
2 Healthcare 12.41%
3 Industrials 10.61%
4 Consumer Discretionary 9.62%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$980K 0.01%
75,433
+972
752
$976K 0.01%
14,304
+3,470
753
$972K 0.01%
18,613
+3,872
754
$969K 0.01%
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+18,166
755
$968K 0.01%
9,704
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756
$963K 0.01%
+65,892
757
$960K 0.01%
70,673
+1,257
758
$959K 0.01%
10,035
+1,386
759
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11,317
-100
760
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67,450
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761
$952K 0.01%
29,865
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762
$951K 0.01%
9,925
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763
$950K 0.01%
52,156
-1,300
764
$946K 0.01%
5,347
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765
$946K 0.01%
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766
$942K 0.01%
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34,285
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768
$935K 0.01%
31,492
-18,252
769
$931K 0.01%
10,600
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$931K 0.01%
24,826
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771
$927K 0.01%
+89,118
772
$925K 0.01%
26,735
-850
773
$925K 0.01%
109,888
774
$924K 0.01%
11,295
+18
775
$916K 0.01%
82,093
+4,530
29 30
31
32 33