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
951
$618K ﹤0.01%
+24,606
952
$615K ﹤0.01%
4,531
-34
953
$615K ﹤0.01%
6,974
+932
954
$609K ﹤0.01%
53,831
-4,346
955
$608K ﹤0.01%
2,545
-2
956
$603K ﹤0.01%
5,826
+24
957
$603K ﹤0.01%
16,308
+964
958
$602K ﹤0.01%
49,828
-7,069
959
$599K ﹤0.01%
18,325
-1,377
960
$599K ﹤0.01%
+12,743
961
$597K ﹤0.01%
6,730
+3,835
962
$597K ﹤0.01%
5,593
-125
963
$596K ﹤0.01%
30,550
-802
964
$589K ﹤0.01%
5,657
+107
965
$586K ﹤0.01%
4,661
+188
966
$583K ﹤0.01%
35,212
+3,505
967
$580K ﹤0.01%
9,905
+549
968
$579K ﹤0.01%
6,371
+350
969
$576K ﹤0.01%
6,300
-1,002
970
$574K ﹤0.01%
31,958
-33,545
971
$572K ﹤0.01%
42,590
-328
972
$568K ﹤0.01%
5,274
-535
973
$565K ﹤0.01%
+10,089
974
$562K ﹤0.01%
5,649
-191
975
$560K ﹤0.01%
+17,884
37 38
39
40 41