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
776
$1.25M 0.01%
90,340
+321
777
$1.24M 0.01%
28,609
+8,635
778
$1.23M 0.01%
29,234
-22,941
779
$1.23M 0.01%
8,760
+58
780
$1.22M 0.01%
67,314
-38,136
781
$1.22M 0.01%
87,733
-5,637
782
$1.22M 0.01%
11,379
-1,506
783
$1.21M 0.01%
27,665
+2,925
784
$1.21M 0.01%
189,047
+18,750
785
$1.2M 0.01%
21,018
+7,210
786
$1.2M 0.01%
47,578
+1,249
787
$1.19M 0.01%
23,397
+3,407
788
$1.19M 0.01%
68,800
+23,080
789
$1.19M 0.01%
9,995
-30
790
$1.19M 0.01%
119,493
+1,060
791
$1.19M 0.01%
71,920
+3,352
792
$1.18M 0.01%
33,809
-106
793
$1.16M 0.01%
25,468
-1,642
794
$1.15M 0.01%
15,748
-490
795
$1.15M 0.01%
124,842
-19,653
796
$1.14M 0.01%
54,311
+1,699
797
$1.14M 0.01%
19,725
+4,498
798
$1.14M 0.01%
31,104
+346
799
$1.13M 0.01%
54,481
+1,673
800
$1.12M 0.01%
3,251
-19
30 31
32
33 34