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
951
$493K ﹤0.01%
7,888
-1,330
952
$491K ﹤0.01%
17,188
+3,141
953
$491K ﹤0.01%
51,502
-2,729
954
$490K ﹤0.01%
21,886
+11
955
$489K ﹤0.01%
27,495
-98
956
$488K ﹤0.01%
19,663
+7,377
957
$488K ﹤0.01%
5,830
-89
958
$487K ﹤0.01%
+16,098
959
$483K ﹤0.01%
91,263
-3,012
960
$482K ﹤0.01%
4,533
-208
961
$481K ﹤0.01%
30,590
-1,143
962
$472K ﹤0.01%
9,190
-4,977
963
$469K ﹤0.01%
19,211
964
$469K ﹤0.01%
5,815
-230
965
$468K ﹤0.01%
29,125
-3,471
966
$468K ﹤0.01%
17,872
-64
967
$466K ﹤0.01%
12,772
+305
968
$463K ﹤0.01%
37,660
+465
969
$460K ﹤0.01%
26,793
-1,142
970
$460K ﹤0.01%
29,145
971
$459K ﹤0.01%
57,421
+4,550
972
$458K ﹤0.01%
31,400
+2,013
973
$451K ﹤0.01%
14,373
+500
974
$450K ﹤0.01%
+5,880
975
$450K ﹤0.01%
21,549
+13
37 38
39
40 41