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
1051
$285K ﹤0.01%
5,992
-31
1052
$283K ﹤0.01%
9,152
+95
1053
$283K ﹤0.01%
25,173
-3,205
1054
$283K ﹤0.01%
61,100
1055
$278K ﹤0.01%
11,502
-7,857
1056
$278K ﹤0.01%
7,412
+43
1057
$277K ﹤0.01%
17,017
1058
$276K ﹤0.01%
2,147
-268
1059
$276K ﹤0.01%
25,554
+1,203
1060
$274K ﹤0.01%
18,641
1061
$273K ﹤0.01%
7,658
+152
1062
$273K ﹤0.01%
7,129
-23
1063
$271K ﹤0.01%
14,520
1064
$271K ﹤0.01%
+11,377
1065
$271K ﹤0.01%
6,123
1066
$270K ﹤0.01%
11,458
-28,795
1067
$270K ﹤0.01%
3,505
-1,200
1068
$269K ﹤0.01%
20,657
-52
1069
$267K ﹤0.01%
3,271
+40
1070
$267K ﹤0.01%
6,697
-10,327
1071
$265K ﹤0.01%
9,126
+62
1072
$264K ﹤0.01%
5,479
-3,036
1073
$264K ﹤0.01%
998
-499
1074
$264K ﹤0.01%
17,200
-800
1075
$263K ﹤0.01%
33,300
-2,500
41 42
43
44 45