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
$40.5B
AUM Growth
-$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,968
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$50.8M
3
+$44.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$38.7M
5
SH icon
ProShares Short S&P500
SH
+$37.9M

Top Sells

1
+$84.5M
2
+$79M
3
+$50.6M
4
XLNX
Xilinx Inc
XLNX
+$48.2M
5
LH icon
Labcorp
LH
+$46.5M

Sector Composition

1 Technology 19.25%
2 Financials 12.13%
3 Healthcare 11.27%
4 Industrials 9.74%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.6M 0.01%
42,532
+3,439
802
$2.6M 0.01%
109,350
+64,776
803
$2.59M 0.01%
16,198
+2,825
804
$2.57M 0.01%
23,221
+1,436
805
$2.57M 0.01%
18,964
-3,184
806
$2.57M 0.01%
33,405
+13,486
807
$2.56M 0.01%
90,755
-6,357
808
$2.55M 0.01%
87,562
+28,859
809
$2.55M 0.01%
120,422
+34,567
810
$2.54M 0.01%
78,927
+48,454
811
$2.54M 0.01%
35,361
-853
812
$2.54M 0.01%
45,788
+1,723
813
$2.53M 0.01%
+27,723
814
$2.51M 0.01%
174,155
+23,348
815
$2.5M 0.01%
8,394
+1,280
816
$2.49M 0.01%
27,506
-6,067
817
$2.49M 0.01%
43,364
+2,150
818
$2.48M 0.01%
55,285
-2,431
819
$2.46M 0.01%
57,945
-12,630
820
$2.46M 0.01%
38,036
+3,818
821
$2.45M 0.01%
213,218
-889
822
$2.45M 0.01%
28,998
+834
823
$2.45M 0.01%
193,231
+44,019
824
$2.44M 0.01%
20,790
+1,020
825
$2.4M 0.01%
130,920
-39,976
31 32
33
34 35