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
$11.2B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$42.9M
3
+$34.9M
4
LULU icon
lululemon athletica
LULU
+$28.3M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$27.9M

Top Sells

1
+$39.5M
2
+$37.8M
3
+$35.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.4M
5
NTRS icon
Northern Trust
NTRS
+$33.1M

Sector Composition

1 Technology 15.22%
2 Healthcare 12.41%
3 Industrials 10.61%
4 Consumer Discretionary 9.62%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$761K 0.01%
6,886
-11,339
827
$757K 0.01%
7,770
-1,291
828
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10,493
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829
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29,575
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830
$748K 0.01%
75,880
-7,830
831
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14,033
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832
$739K 0.01%
32,504
-192
833
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14,650
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14,737
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835
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53,071
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836
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4,100
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837
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100,151
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838
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44,847
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839
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846
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37,974
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847
$702K 0.01%
24,646
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848
$702K 0.01%
+49,415
849
$697K 0.01%
10,917
-80
850
$697K 0.01%
13,565
-122
32 33
34
35 36