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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$548K 0.01%
65,194
+1,300
902
$547K 0.01%
37,193
+9,830
903
$544K 0.01%
4,239
-589
904
$542K 0.01%
22,575
905
$542K 0.01%
46,348
+3,273
906
$536K ﹤0.01%
23,610
-30
907
$534K ﹤0.01%
5,734
908
$533K ﹤0.01%
30,124
-28,235
909
$529K ﹤0.01%
118,609
+36,382
910
$528K ﹤0.01%
40,428
-18,526
911
$523K ﹤0.01%
47,862
-121
912
$522K ﹤0.01%
9,765
-4,230
913
$515K ﹤0.01%
40,353
+3,768
914
$503K ﹤0.01%
23,403
+2,881
915
$498K ﹤0.01%
32,672
-8,970
916
$497K ﹤0.01%
23,576
-836
917
$496K ﹤0.01%
5,903
+269
918
$496K ﹤0.01%
16,218
-1,412
919
$496K ﹤0.01%
10,581
-70
920
$496K ﹤0.01%
+8,929
921
$494K ﹤0.01%
32,995
+16,323
922
$492K ﹤0.01%
15,369
-5,925
923
$492K ﹤0.01%
35,848
-2,245
924
$484K ﹤0.01%
8,293
925
$481K ﹤0.01%
31,679
-11,421
35 36
37
38 39