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
801
$1.12M 0.01%
21,431
+7,359
802
$1.12M 0.01%
10,069
-5,271
803
$1.11M 0.01%
557,065
+130,967
804
$1.11M 0.01%
22,789
+710
805
$1.11M 0.01%
17,205
+55
806
$1.11M 0.01%
26,136
+493
807
$1.11M 0.01%
50,387
+6,015
808
$1.1M 0.01%
55,226
+19,572
809
$1.09M 0.01%
22,729
+666
810
$1.09M 0.01%
16,698
+5,573
811
$1.08M 0.01%
25,660
-312
812
$1.08M 0.01%
9,184
-1,178
813
$1.07M 0.01%
20,406
+446
814
$1.07M 0.01%
6,315
+5,040
815
$1.07M 0.01%
31,254
+224
816
$1.07M 0.01%
9,320
+226
817
$1.06M 0.01%
43,801
+7,908
818
$1.05M 0.01%
8,745
-321
819
$1.05M 0.01%
22,230
+512
820
$1.04M 0.01%
32,606
+4,914
821
$1.04M 0.01%
40,403
+685
822
$1.04M 0.01%
13,949
+369
823
$1.04M 0.01%
24,148
-10,097
824
$1.04M 0.01%
42,148
+5,316
825
$1.03M 0.01%
11,257
-107
31 32
33
34 35