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
1051
$443K ﹤0.01%
7,632
+2,388
1052
$443K ﹤0.01%
10,491
-1,001
1053
$441K ﹤0.01%
19,395
-829
1054
$437K ﹤0.01%
14,675
-621
1055
$432K ﹤0.01%
9,946
+880
1056
$432K ﹤0.01%
58,920
-102,548
1057
$425K ﹤0.01%
+11,475
1058
$425K ﹤0.01%
8,506
-880
1059
$425K ﹤0.01%
5,248
1060
$423K ﹤0.01%
+7,210
1061
$423K ﹤0.01%
11,609
-1
1062
$422K ﹤0.01%
23,058
+12,812
1063
$421K ﹤0.01%
+36,025
1064
$421K ﹤0.01%
36,091
-37,865
1065
$420K ﹤0.01%
7,023
-4,184
1066
$420K ﹤0.01%
39,501
-12,060
1067
$420K ﹤0.01%
28,921
+124
1068
$419K ﹤0.01%
45,114
-8,700
1069
$418K ﹤0.01%
14,448
-554
1070
$417K ﹤0.01%
28,011
+4,336
1071
$415K ﹤0.01%
4,020
-1
1072
$414K ﹤0.01%
3,450
-410
1073
$411K ﹤0.01%
4,864
-300
1074
$411K ﹤0.01%
7,455
-540
1075
$409K ﹤0.01%
12,763
-402
41 42
43
44 45