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
$14.1B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,321
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$31.7M
3
+$29.3M
4
ABB
ABB Ltd
ABB
+$24.9M
5
ORAN
Orange
ORAN
+$24.7M

Top Sells

1
+$43.7M
2
+$34.3M
3
+$32.3M
4
WFC icon
Wells Fargo
WFC
+$27.2M
5
ILMN icon
Illumina
ILMN
+$26.7M

Sector Composition

1 Technology 15.94%
2 Industrials 10.86%
3 Healthcare 10.65%
4 Financials 9.57%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.1M 0.35%
1,319,415
+347,740
77
$49.3M 0.35%
183,556
+8,600
78
$49M 0.35%
1,204,809
+181,583
79
$48.9M 0.35%
436,307
-3,057
80
$48.9M 0.35%
340,825
-4,286
81
$48.7M 0.34%
1,744,566
+52,701
82
$48.4M 0.34%
1,187,687
+4,766
83
$47.4M 0.34%
370,736
-10,115
84
$47.4M 0.34%
726,576
-2,537
85
$47.4M 0.34%
351,217
-364
86
$47M 0.33%
265,408
-3,559
87
$46.4M 0.33%
978,327
+16,398
88
$46.3M 0.33%
1,023,857
-12,256
89
$46.1M 0.33%
663,966
-9,584
90
$45.9M 0.33%
872,200
-5,840
91
$45.7M 0.32%
1,297,280
+20,378
92
$45.6M 0.32%
317,479
+105,367
93
$45.6M 0.32%
143,027
+3,954
94
$45.1M 0.32%
693,161
-25,644
95
$44.9M 0.32%
1,672,550
+214,286
96
$44.6M 0.32%
1,439,424
+983,564
97
$44.2M 0.31%
256,764
+7,524
98
$43.8M 0.31%
519,519
-6,399
99
$43.7M 0.31%
621,258
+50,194
100
$43.6M 0.31%
511,079
-6,558
2 3
4
5 6