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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$41.5M
3
+$35.5M
4
AMGN icon
Amgen
AMGN
+$29.2M
5
ABB
ABB Ltd
ABB
+$26.8M

Top Sells

1
+$59.5M
2
+$44.5M
3
+$32.4M
4
USB icon
US Bancorp
USB
+$30M
5
MBLY
Mobileye N.V.
MBLY
+$27.7M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$691K 0.01%
8,375
-368
877
$689K 0.01%
2,958
-404
878
$689K 0.01%
22,365
+1,850
879
$688K 0.01%
101,500
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880
$680K 0.01%
21,451
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881
$671K 0.01%
17,818
882
$669K 0.01%
7,741
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883
$666K 0.01%
6,595
-320
884
$666K 0.01%
14,714
-61,967
885
$661K 0.01%
+52,410
886
$660K 0.01%
25,925
-3,050
887
$656K 0.01%
13,062
888
$654K 0.01%
25,865
-21,881
889
$653K 0.01%
+31,313
890
$649K 0.01%
665
891
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63,680
893
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39,011
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894
$634K 0.01%
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895
$633K 0.01%
15,711
896
$627K 0.01%
22,875
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897
$625K 0.01%
32,715
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898
$623K 0.01%
45,194
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899
$619K 0.01%
34,905
+2,126
900
$613K 0.01%
+12,978
34 35
36
37 38