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
851
$696K 0.01%
5,262
-238
852
$695K 0.01%
35,384
+14,758
853
$692K 0.01%
25,347
+135
854
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17,328
856
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5,562
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857
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25,105
858
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46,376
+30,338
859
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10,646
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860
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861
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49,700
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862
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43,447
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863
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865
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7,776
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128,315
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872
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11,608
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873
$629K 0.01%
24,528
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874
$626K 0.01%
24,653
+1,250
875
$625K 0.01%
+43,856
33 34
35
36 37