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
926
$480K ﹤0.01%
+9,500
927
$477K ﹤0.01%
68,300
-2,000
928
$476K ﹤0.01%
69,593
+33,355
929
$474K ﹤0.01%
+10,999
930
$472K ﹤0.01%
+15,785
931
$470K ﹤0.01%
12,868
+1,836
932
$468K ﹤0.01%
6,265
+50
933
$467K ﹤0.01%
24,108
-1,892
934
$467K ﹤0.01%
10,286
+504
935
$465K ﹤0.01%
20,626
+5,840
936
$462K ﹤0.01%
+12,174
937
$462K ﹤0.01%
+12,178
938
$455K ﹤0.01%
24,732
+1,711
939
$453K ﹤0.01%
+23,185
940
$449K ﹤0.01%
29,795
+244
941
$444K ﹤0.01%
63,003
+2,647
942
$443K ﹤0.01%
10,699
+856
943
$442K ﹤0.01%
5,066
944
$442K ﹤0.01%
29,814
-1,154
945
$442K ﹤0.01%
6,907
-300
946
$442K ﹤0.01%
20,044
-200
947
$439K ﹤0.01%
26,179
-288,605
948
$439K ﹤0.01%
13,713
-51,705
949
$438K ﹤0.01%
+4,081
950
$436K ﹤0.01%
16,698
+4,796
36 37
38
39 40