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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$149M
3
+$127M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$122M
5
UNH icon
UnitedHealth
UNH
+$106M

Top Sells

1
+$57M
2
+$38.3M
3
+$36.2M
4
TTC icon
Toro Company
TTC
+$35.9M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.11%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2.21M 0.01%
38,961
-2,368
902
$2.2M 0.01%
52,947
-89,125
903
$2.2M 0.01%
255,434
-44,684
904
$2.2M 0.01%
43,034
+2,125
905
$2.19M 0.01%
54,471
+13,777
906
$2.19M 0.01%
31,019
907
$2.19M 0.01%
+44,870
908
$2.19M 0.01%
38,497
-2,105
909
$2.18M 0.01%
91,290
+26,225
910
$2.18M 0.01%
25,419
-69,792
911
$2.17M ﹤0.01%
28,024
+12,186
912
$2.17M ﹤0.01%
36,437
-1,199
913
$2.15M ﹤0.01%
62,605
914
$2.14M ﹤0.01%
36,084
915
$2.14M ﹤0.01%
49,139
+6,080
916
$2.11M ﹤0.01%
18,360
+6,105
917
$2.11M ﹤0.01%
16,493
-793
918
$2.11M ﹤0.01%
18,806
+7,529
919
$2.11M ﹤0.01%
8,667
-3,642
920
$2.1M ﹤0.01%
45,690
-28
921
$2.1M ﹤0.01%
272,851
-6,980
922
$2.09M ﹤0.01%
23,926
-18
923
$2.07M ﹤0.01%
52,903
-5,674
924
$2.07M ﹤0.01%
9,267
+5,940
925
$2.07M ﹤0.01%
+42,858
35 36
37
38 39