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
751
$1.03M 0.01%
66,766
+874
752
$1.02M 0.01%
122,061
-4,368
753
$1.02M 0.01%
19,449
-4,917
754
$1.02M 0.01%
37,375
+3,090
755
$1.02M 0.01%
69,295
+1,845
756
$1.02M 0.01%
10,015
+90
757
$1.02M 0.01%
149,904
-2,462
758
$1.02M 0.01%
+22,788
759
$1.01M 0.01%
50,196
-268
760
$1.01M 0.01%
9,762
-273
761
$1M 0.01%
26,760
+25
762
$1M 0.01%
+32,538
763
$996K 0.01%
97,345
+12,450
764
$996K 0.01%
21,127
-8,234
765
$994K 0.01%
8,963
-741
766
$986K 0.01%
22,812
+1,315
767
$981K 0.01%
+32,366
768
$980K 0.01%
103,800
769
$978K 0.01%
15,433
-32,985
770
$970K 0.01%
64,058
-9,582
771
$967K 0.01%
7,098
-5,296
772
$965K 0.01%
39,601
+680
773
$960K 0.01%
42,894
+29,685
774
$957K 0.01%
12,359
-21,235
775
$952K 0.01%
58,392
-38,325
29 30
31
32 33