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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$610K 0.01%
11,615
+40
877
$607K 0.01%
+3,990
878
$602K 0.01%
+15,711
879
$601K 0.01%
665
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880
$599K 0.01%
11,404
-7
881
$598K 0.01%
23,728
-800
882
$592K 0.01%
2,545
883
$587K 0.01%
12,269
-316
884
$586K 0.01%
12,989
+2,802
885
$584K 0.01%
20,515
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886
$584K 0.01%
+32,779
887
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31,776
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888
$573K 0.01%
28,578
-600
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$572K 0.01%
46,230
-29,650
890
$572K 0.01%
35,448
+4,853
891
$571K 0.01%
19,300
+2,248
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$568K ﹤0.01%
6,779
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893
$568K ﹤0.01%
+46,400
894
$565K ﹤0.01%
63,194
895
$560K ﹤0.01%
4,578
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896
$558K ﹤0.01%
79,054
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897
$553K ﹤0.01%
44,953
-14,336
898
$552K ﹤0.01%
66,714
-8,200
899
$545K ﹤0.01%
22,939
+5,314
900
$538K ﹤0.01%
7,497
-104
34 35
36
37 38