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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$41.5M
3
+$35.5M
4
AMGN icon
Amgen
AMGN
+$29.2M
5
ABB
ABB Ltd
ABB
+$26.8M

Top Sells

1
+$59.5M
2
+$44.5M
3
+$32.4M
4
USB icon
US Bancorp
USB
+$30M
5
MBLY
Mobileye N.V.
MBLY
+$27.7M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$213K ﹤0.01%
11,964
+1,627
1152
$213K ﹤0.01%
2,203
-550
1153
$213K ﹤0.01%
2,060
-63
1154
$211K ﹤0.01%
8,000
-3,400
1155
$209K ﹤0.01%
9,078
-3,300
1156
$209K ﹤0.01%
18,600
+865
1157
$207K ﹤0.01%
4,017
-410
1158
$206K ﹤0.01%
4,108
-1,467
1159
$203K ﹤0.01%
+3,230
1160
$203K ﹤0.01%
+2,946
1161
$203K ﹤0.01%
+18,402
1162
$202K ﹤0.01%
+2,995
1163
$202K ﹤0.01%
+6,541
1164
$201K ﹤0.01%
+5,400
1165
$201K ﹤0.01%
+1,918
1166
$201K ﹤0.01%
24,728
-366
1167
$201K ﹤0.01%
+1,565
1168
$195K ﹤0.01%
24,500
-3,100
1169
$194K ﹤0.01%
15,999
+3,040
1170
$190K ﹤0.01%
13,868
+1,143
1171
$189K ﹤0.01%
13,744
-190
1172
$188K ﹤0.01%
14,204
-255
1173
$188K ﹤0.01%
+37,988
1174
$186K ﹤0.01%
16,847
+4,774
1175
$184K ﹤0.01%
25,000
-25,000
45 46
47
48 49