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
1026
$334K ﹤0.01%
18,947
1027
$333K ﹤0.01%
2,507
-572
1028
$333K ﹤0.01%
11,715
1029
$330K ﹤0.01%
13,774
+828
1030
$330K ﹤0.01%
11,401
+411
1031
$329K ﹤0.01%
13,038
-390
1032
$329K ﹤0.01%
8,993
-271
1033
$324K ﹤0.01%
+10,538
1034
$321K ﹤0.01%
6,965
+95
1035
$318K ﹤0.01%
4,785
+65
1036
$318K ﹤0.01%
400
1037
$317K ﹤0.01%
3,488
-1,127
1038
$316K ﹤0.01%
7,733
-3,275
1039
$308K ﹤0.01%
19,970
+1,200
1040
$307K ﹤0.01%
4,445
1041
$307K ﹤0.01%
17,462
+3,045
1042
$306K ﹤0.01%
20,600
1043
$305K ﹤0.01%
21,570
1044
$305K ﹤0.01%
12,630
+1,977
1045
$298K ﹤0.01%
16,625
+1,000
1046
$296K ﹤0.01%
7,012
1047
$296K ﹤0.01%
6,442
-519
1048
$295K ﹤0.01%
33,565
+7,442
1049
$295K ﹤0.01%
6,800
+830
1050
$292K ﹤0.01%
852
40 41
42
43 44