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
851
$913K 0.01%
229,324
+1,359
852
$908K 0.01%
17,862
+98
853
$908K 0.01%
7,985
-21
854
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39,496
-62,326
855
$891K 0.01%
73,601
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856
$890K 0.01%
5,237
+258
857
$889K 0.01%
48,943
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858
$887K 0.01%
24,824
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859
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7,004
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860
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861
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2,159
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862
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+14,794
863
$873K 0.01%
130,897
-750
864
$867K 0.01%
47,526
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865
$866K 0.01%
31,825
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28,079
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12,964
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868
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63,397
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869
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2,703
-28
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21,871
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871
$825K 0.01%
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872
$819K 0.01%
14,691
+3,526
873
$818K 0.01%
21,036
-44
874
$817K 0.01%
133,512
+13,953
875
$815K 0.01%
56,709
+817
33 34
35
36 37