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
1151
$286K ﹤0.01%
15,000
1152
$285K ﹤0.01%
11,732
+1,732
1153
$282K ﹤0.01%
+8,378
1154
$282K ﹤0.01%
5,002
-48
1155
$278K ﹤0.01%
2,636
-94
1156
$274K ﹤0.01%
4,726
1157
$273K ﹤0.01%
2,842
-8,050
1158
$273K ﹤0.01%
+13,431
1159
$272K ﹤0.01%
+7,759
1160
$272K ﹤0.01%
5,685
1161
$272K ﹤0.01%
4,600
1162
$271K ﹤0.01%
4,146
-56
1163
$271K ﹤0.01%
6,756
1164
$269K ﹤0.01%
+2,876
1165
$268K ﹤0.01%
7,044
-106
1166
$267K ﹤0.01%
13,652
+3,395
1167
$267K ﹤0.01%
11,973
+107
1168
$265K ﹤0.01%
13,370
1169
$265K ﹤0.01%
3,378
+610
1170
$264K ﹤0.01%
+2,808
1171
$264K ﹤0.01%
+9,728
1172
$260K ﹤0.01%
3,256
1173
$260K ﹤0.01%
4,920
-271
1174
$259K ﹤0.01%
1,207
-101
1175
$259K ﹤0.01%
+5,926
45 46
47
48 49