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
976
$394K ﹤0.01%
+14,845
977
$390K ﹤0.01%
119,486
-52,009
978
$390K ﹤0.01%
8,859
-166,160
979
$387K ﹤0.01%
16,334
-27,065
980
$385K ﹤0.01%
7,218
-354
981
$384K ﹤0.01%
326,120
-69,640
982
$384K ﹤0.01%
+18,857
983
$382K ﹤0.01%
64,180
984
$381K ﹤0.01%
8,723
+1,034
985
$380K ﹤0.01%
24,461
-181
986
$377K ﹤0.01%
7,527
-60
987
$375K ﹤0.01%
22,830
+328
988
$374K ﹤0.01%
58,964
-25,170
989
$373K ﹤0.01%
7,602
990
$373K ﹤0.01%
+55,600
991
$372K ﹤0.01%
5,804
-3,570
992
$372K ﹤0.01%
+24,892
993
$371K ﹤0.01%
+3,683
994
$370K ﹤0.01%
+6,584
995
$370K ﹤0.01%
6,041
996
$369K ﹤0.01%
20,258
+1,509
997
$369K ﹤0.01%
33,093
+9,657
998
$367K ﹤0.01%
5,711
+1,425
999
$367K ﹤0.01%
+24,305
1000
$366K ﹤0.01%
9,567
+292
38 39
40
41 42