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
1101
$236K ﹤0.01%
8,028
1102
$235K ﹤0.01%
+64,999
1103
$234K ﹤0.01%
2,217
1104
$234K ﹤0.01%
3,554
-546
1105
$232K ﹤0.01%
+6,656
1106
$231K ﹤0.01%
9,856
1107
$231K ﹤0.01%
+5,464
1108
$231K ﹤0.01%
4,089
1109
$228K ﹤0.01%
4,626
-8
1110
$228K ﹤0.01%
15,975
-750
1111
$225K ﹤0.01%
18,555
-78
1112
$225K ﹤0.01%
2,444
-100
1113
$224K ﹤0.01%
+9,975
1114
$224K ﹤0.01%
17,359
1115
$224K ﹤0.01%
+3,261
1116
$224K ﹤0.01%
5,717
-925
1117
$223K ﹤0.01%
5,169
-1,333
1118
$223K ﹤0.01%
+6,372
1119
$222K ﹤0.01%
7,730
-6,096
1120
$221K ﹤0.01%
+16,711
1121
$220K ﹤0.01%
8,400
1122
$219K ﹤0.01%
2,890
-4,335
1123
$219K ﹤0.01%
1,558
-5,181
1124
$216K ﹤0.01%
+7,733
1125
$214K ﹤0.01%
15,048
-1,086
43 44
45
46 47