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
901
$749K 0.01%
7,445
-1,801
902
$749K 0.01%
11,741
-176
903
$747K 0.01%
1,020
+378
904
$740K 0.01%
6,055
-471
905
$737K 0.01%
39,938
+5,811
906
$726K ﹤0.01%
6,783
+349
907
$726K ﹤0.01%
+56,485
908
$723K ﹤0.01%
17,795
+405
909
$721K ﹤0.01%
47,140
-50,245
910
$718K ﹤0.01%
5,405
-880
911
$718K ﹤0.01%
10,390
+688
912
$717K ﹤0.01%
10,250
-665
913
$717K ﹤0.01%
16,150
-17,166
914
$716K ﹤0.01%
39,145
+66
915
$716K ﹤0.01%
25,156
-60,220
916
$715K ﹤0.01%
13,223
+2,858
917
$712K ﹤0.01%
13,366
-8
918
$711K ﹤0.01%
14,086
-492
919
$711K ﹤0.01%
21,250
+12,474
920
$703K ﹤0.01%
42,750
+1,300
921
$701K ﹤0.01%
26,693
-3,174
922
$700K ﹤0.01%
25,460
-12,809
923
$699K ﹤0.01%
11,653
+7,005
924
$693K ﹤0.01%
19,540
+3,182
925
$692K ﹤0.01%
16,546
-10,527
35 36
37
38 39