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
1151
$166K ﹤0.01%
+12,718
1152
$165K ﹤0.01%
10,680
-1,118
1153
$164K ﹤0.01%
+15,005
1154
$160K ﹤0.01%
22,000
1155
$158K ﹤0.01%
16,000
+3,600
1156
$151K ﹤0.01%
10,239
-700
1157
$143K ﹤0.01%
10,337
1158
$142K ﹤0.01%
23,274
+500
1159
$132K ﹤0.01%
10,087
1160
$129K ﹤0.01%
12,373
+1,000
1161
$129K ﹤0.01%
11,900
1162
$122K ﹤0.01%
10,615
-3,933
1163
$121K ﹤0.01%
46
+6
1164
$119K ﹤0.01%
11,048
1165
$118K ﹤0.01%
10,521
-1,079
1166
$116K ﹤0.01%
14,128
+2,130
1167
$112K ﹤0.01%
12,447
-211,795
1168
$112K ﹤0.01%
6,536
+480
1169
$109K ﹤0.01%
18,220
+4,800
1170
$108K ﹤0.01%
336
-162
1171
$95K ﹤0.01%
10,750
1172
$93K ﹤0.01%
1,456
+95
1173
$89K ﹤0.01%
4,040
+511
1174
$85K ﹤0.01%
13,905
-1,267
1175
$85K ﹤0.01%
10,150
-700
45 46
47
48 49