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
826
$1.02M 0.01%
14,604
+16
827
$1.01M 0.01%
+22,088
828
$1.01M 0.01%
33,233
-2,901
829
$1M 0.01%
19,530
+7,048
830
$1M 0.01%
7,770
-1,451
831
$990K 0.01%
+37,810
832
$989K 0.01%
22,200
-1,000
833
$987K 0.01%
47,878
+694
834
$977K 0.01%
32,572
+1,410
835
$975K 0.01%
+34,368
836
$975K 0.01%
98,668
+980
837
$971K 0.01%
41,679
-31,450
838
$967K 0.01%
73,756
-1
839
$961K 0.01%
18,448
+2
840
$956K 0.01%
71,220
+728
841
$953K 0.01%
24,676
-3,300
842
$953K 0.01%
18,162
+698
843
$952K 0.01%
261,472
-179,728
844
$950K 0.01%
29,540
-725
845
$943K 0.01%
41,554
-28,621
846
$940K 0.01%
24,385
847
$940K 0.01%
15,032
+2,251
848
$939K 0.01%
22,769
+1,437
849
$922K 0.01%
24,635
+8,462
850
$919K 0.01%
4,937
-234,907
32 33
34
35 36