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
1076
$262K ﹤0.01%
+28,371
1077
$258K ﹤0.01%
16,405
+1,144
1078
$256K ﹤0.01%
5,015
+290
1079
$254K ﹤0.01%
4,633
+279
1080
$253K ﹤0.01%
16,681
+934
1081
$253K ﹤0.01%
+3,241
1082
$250K ﹤0.01%
+12,176
1083
$250K ﹤0.01%
3,633
+412
1084
$250K ﹤0.01%
250,000
1085
$249K ﹤0.01%
+7,026
1086
$247K ﹤0.01%
8,300
1087
$246K ﹤0.01%
2,579
-174
1088
$243K ﹤0.01%
13,209
1089
$243K ﹤0.01%
+16,600
1090
$242K ﹤0.01%
34,849
+2,551
1091
$242K ﹤0.01%
2,825
+250
1092
$242K ﹤0.01%
28,689
1093
$241K ﹤0.01%
12,511
+506
1094
$241K ﹤0.01%
12,400
-3,325
1095
$240K ﹤0.01%
25,600
1096
$240K ﹤0.01%
14,156
-133,074
1097
$239K ﹤0.01%
5,170
-413
1098
$237K ﹤0.01%
4,303
1099
$237K ﹤0.01%
16,038
-1,783
1100
$236K ﹤0.01%
10,353
-19,706
42 43
44
45 46