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
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$35.8M
3
+$34.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$33.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32M

Top Sells

1
+$41.6M
2
+$35.5M
3
+$35.4M
4
LKQ icon
LKQ Corp
LKQ
+$34.7M
5
RHT
Red Hat Inc
RHT
+$33.3M

Sector Composition

1 Technology 15.81%
2 Healthcare 12.16%
3 Industrials 10.13%
4 Financials 9.88%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.2M 0.01%
83,032
-2,973
752
$1.19M 0.01%
+14,609
753
$1.18M 0.01%
+13,135
754
$1.18M 0.01%
115,186
+4,946
755
$1.17M 0.01%
17,807
-73,670
756
$1.17M 0.01%
23,483
+67
757
$1.17M 0.01%
22,229
+817
758
$1.16M 0.01%
13,304
+3,405
759
$1.16M 0.01%
31,799
+359
760
$1.16M 0.01%
8,863
-1,743
761
$1.16M 0.01%
+16,949
762
$1.15M 0.01%
10,113
763
$1.14M 0.01%
38,212
+17,552
764
$1.14M 0.01%
+22,674
765
$1.13M 0.01%
25,902
+2,614
766
$1.13M 0.01%
45,663
+6,210
767
$1.13M 0.01%
5,569
-306
768
$1.12M 0.01%
47,435
+4,733
769
$1.11M 0.01%
41,211
+730
770
$1.1M 0.01%
42,680
-850
771
$1.09M 0.01%
70,631
-72,871
772
$1.09M 0.01%
38,973
+22,498
773
$1.08M 0.01%
61,359
+32,151
774
$1.08M 0.01%
50,225
-15,525
775
$1.08M 0.01%
23,127
-53,703
29 30
31
32 33