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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$215K ﹤0.01%
6,574
-30,254
1127
$212K ﹤0.01%
+10
1128
$212K ﹤0.01%
6,035
-10,809
1129
$211K ﹤0.01%
13,039
+661
1130
$210K ﹤0.01%
2,838
+29
1131
$210K ﹤0.01%
27,189
-3,000
1132
$209K ﹤0.01%
3,930
+42
1133
$207K ﹤0.01%
4,905
+1,090
1134
$205K ﹤0.01%
30,800
-2,000
1135
$203K ﹤0.01%
+5,038
1136
$203K ﹤0.01%
+3,772
1137
$201K ﹤0.01%
13,934
-281
1138
$200K ﹤0.01%
10,313
-2,731
1139
$197K ﹤0.01%
4,427
+10
1140
$196K ﹤0.01%
10,087
1141
$193K ﹤0.01%
17,735
-4,361
1142
$192K ﹤0.01%
25,094
-399
1143
$189K ﹤0.01%
10,337
-278
1144
$185K ﹤0.01%
16,253
1145
$184K ﹤0.01%
14,459
+3,341
1146
$178K ﹤0.01%
12,725
-15,562
1147
$171K ﹤0.01%
+12,959
1148
$171K ﹤0.01%
14,184
-431
1149
$168K ﹤0.01%
+1,815
1150
$162K ﹤0.01%
10,337
44 45
46
47 48