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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$805K 0.01%
+14,455
802
$802K 0.01%
17,876
+5,425
803
$790K 0.01%
+43,558
804
$789K 0.01%
53,583
+19,651
805
$788K 0.01%
57,031
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806
$788K 0.01%
18,717
-2,477
807
$788K 0.01%
34,604
-299
808
$786K 0.01%
+14,532
809
$786K 0.01%
17,604
810
$785K 0.01%
47,838
811
$785K 0.01%
36,940
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812
$781K 0.01%
+16,365
813
$779K 0.01%
43,059
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814
$775K 0.01%
31,202
-128
815
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12,061
-5,214
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29,530
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817
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42,070
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818
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24,732
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819
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109,565
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$753K 0.01%
49,117
-13,573
821
$753K 0.01%
48,872
+34,144
822
$752K 0.01%
45,670
-8,970
823
$747K 0.01%
98,613
-19,496
824
$742K 0.01%
10,834
+2,212
825
$741K 0.01%
10,255
-315
31 32
33
34 35