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
901
$613K 0.01%
13,289
+300
902
$610K ﹤0.01%
34,540
-13,200
903
$606K ﹤0.01%
+55,099
904
$597K ﹤0.01%
13,269
+1,394
905
$596K ﹤0.01%
28,578
906
$595K ﹤0.01%
46,400
907
$589K ﹤0.01%
6,780
+1
908
$589K ﹤0.01%
2,545
909
$589K ﹤0.01%
+20,183
910
$588K ﹤0.01%
63,194
911
$587K ﹤0.01%
7,888
-405
912
$586K ﹤0.01%
6,807
-1,002
913
$585K ﹤0.01%
11,969
-300
914
$583K ﹤0.01%
32,940
+451
915
$582K ﹤0.01%
+8,975
916
$579K ﹤0.01%
37,895
+3,484
917
$578K ﹤0.01%
22,328
-1,400
918
$576K ﹤0.01%
44,684
-269
919
$574K ﹤0.01%
143,624
-52,843
920
$571K ﹤0.01%
10,744
+6,972
921
$570K ﹤0.01%
32,499
+1,039
922
$569K ﹤0.01%
66,114
-600
923
$568K ﹤0.01%
9,655
-21,040
924
$562K ﹤0.01%
+58,628
925
$560K ﹤0.01%
197,010
-2,201
35 36
37
38 39