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
951
$431K ﹤0.01%
14,802
+4,384
952
$427K ﹤0.01%
4,613
-942
953
$425K ﹤0.01%
16,026
-2,531
954
$423K ﹤0.01%
7,690
955
$421K ﹤0.01%
5,289
+307
956
$414K ﹤0.01%
+9,216
957
$413K ﹤0.01%
9,355
-4,161
958
$412K ﹤0.01%
28,098
+9,884
959
$412K ﹤0.01%
7,913
+1,175
960
$411K ﹤0.01%
15,350
-13,885
961
$409K ﹤0.01%
5,777
+8
962
$407K ﹤0.01%
+16,863
963
$406K ﹤0.01%
+25,951
964
$405K ﹤0.01%
473
+6
965
$404K ﹤0.01%
15,973
+3,094
966
$402K ﹤0.01%
10,877
-1,637
967
$402K ﹤0.01%
+2,406
968
$402K ﹤0.01%
+15,730
969
$402K ﹤0.01%
28,531
-600
970
$401K ﹤0.01%
5,566
+234
971
$400K ﹤0.01%
675
-50
972
$397K ﹤0.01%
15,716
+1,066
973
$396K ﹤0.01%
140,862
-46,949
974
$396K ﹤0.01%
628,368
-1,664
975
$395K ﹤0.01%
2,986
+150
37 38
39
40 41