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
1126
$214K ﹤0.01%
5,908
-7
1127
$214K ﹤0.01%
20,194
1128
$210K ﹤0.01%
3,150
1129
$210K ﹤0.01%
4,000
-6,500
1130
$210K ﹤0.01%
+15,397
1131
$210K ﹤0.01%
+6,542
1132
$209K ﹤0.01%
+8,824
1133
$209K ﹤0.01%
+3,500
1134
$206K ﹤0.01%
4,974
-1,025
1135
$205K ﹤0.01%
3,760
-2,195
1136
$204K ﹤0.01%
+4,657
1137
$204K ﹤0.01%
+4,995
1138
$203K ﹤0.01%
8,205
1139
$200K ﹤0.01%
+6,145
1140
$200K ﹤0.01%
+1,663
1141
$198K ﹤0.01%
37,564
-433
1142
$198K ﹤0.01%
+29,201
1143
$194K ﹤0.01%
15,463
1144
$187K ﹤0.01%
15,765
+1,400
1145
$180K ﹤0.01%
11,633
-1,600
1146
$177K ﹤0.01%
13,556
+198
1147
$175K ﹤0.01%
4,377
1148
$174K ﹤0.01%
25,493
-288
1149
$173K ﹤0.01%
+14,071
1150
$170K ﹤0.01%
12,000
44 45
46
47 48