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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$35.2M
3
+$35.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.2M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$26.8M

Top Sells

1
+$64.6M
2
+$49.4M
3
+$42.4M
4
BFH icon
Bread Financial
BFH
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$37.8M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.58%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.38M 0.01%
57,107
-17
752
$1.38M 0.01%
53,281
+796
753
$1.38M 0.01%
77,903
-1,976
754
$1.38M 0.01%
21,101
-24,278
755
$1.37M 0.01%
161,962
+9,972
756
$1.37M 0.01%
18,771
+1,760
757
$1.36M 0.01%
13,302
+404
758
$1.35M 0.01%
29,514
-1,236
759
$1.35M 0.01%
17,229
+981
760
$1.34M 0.01%
24,448
+66
761
$1.33M 0.01%
174,607
-13,578
762
$1.33M 0.01%
101,568
-36,064
763
$1.33M 0.01%
9,780
-206
764
$1.32M 0.01%
94,411
+917
765
$1.31M 0.01%
58,487
+188
766
$1.29M 0.01%
8,269
+263
767
$1.29M 0.01%
222,800
+199,499
768
$1.29M 0.01%
34,682
-27,760
769
$1.29M 0.01%
96,136
-891
770
$1.29M 0.01%
9,589
+2,584
771
$1.29M 0.01%
11,940
+950
772
$1.28M 0.01%
87,570
+73,534
773
$1.27M 0.01%
30,545
-34,074
774
$1.26M 0.01%
69,728
-10,854
775
$1.26M 0.01%
+46,265
29 30
31
32 33