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
1176
$83K ﹤0.01%
10,553
-1,000
1177
$80K ﹤0.01%
10,000
1178
$79K ﹤0.01%
1,000
1179
$68K ﹤0.01%
11,582
-927
1180
$67K ﹤0.01%
4,014
+267
1181
$66K ﹤0.01%
+11,246
1182
$65K ﹤0.01%
+10,000
1183
$52K ﹤0.01%
20,598
1184
$50K ﹤0.01%
10,535
1185
$40K ﹤0.01%
250
1186
$34K ﹤0.01%
1,467
+734
1187
$26K ﹤0.01%
5,000
-40
1188
$21K ﹤0.01%
42,607
1189
$4K ﹤0.01%
10
1190
– –
-3,115
1191
– –
-10,751
1192
– –
-2,097
1193
– –
-6,479
1194
– –
-19,711
1195
– –
-5,735
1196
– –
-2,939
1197
– –
-18,199
1198
– –
-100,100
1199
– –
-67,125
1200
– –
-13,374
46 47
48
49 50