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
1126
$322K ﹤0.01%
18,434
+224
1127
$319K ﹤0.01%
17,300
-1
1128
$319K ﹤0.01%
4,827
-1,094
1129
$318K ﹤0.01%
+6,646
1130
$318K ﹤0.01%
12,496
1131
$315K ﹤0.01%
20,125
-250
1132
$314K ﹤0.01%
+6,700
1133
$311K ﹤0.01%
8,680
+1,449
1134
$311K ﹤0.01%
4,342
+315
1135
$308K ﹤0.01%
17,473
-501
1136
$306K ﹤0.01%
17,729
-24,132
1137
$303K ﹤0.01%
14,971
-411
1138
$303K ﹤0.01%
5,140
-255
1139
$301K ﹤0.01%
+11,686
1140
$299K ﹤0.01%
8,985
+1,096
1141
$298K ﹤0.01%
11,779
1142
$296K ﹤0.01%
46,400
1143
$294K ﹤0.01%
10,550
-6,202
1144
$293K ﹤0.01%
5,065
+1,135
1145
$292K ﹤0.01%
+7,754
1146
$292K ﹤0.01%
2,583
-33
1147
$291K ﹤0.01%
5,702
+175
1148
$290K ﹤0.01%
+20,000
1149
$288K ﹤0.01%
19,722
-5,357
1150
$287K ﹤0.01%
2,005
-5
44 45
46
47 48