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
1176
$258K ﹤0.01%
24,625
+799
1177
$258K ﹤0.01%
20,151
+13
1178
$258K ﹤0.01%
10,143
+1,985
1179
$257K ﹤0.01%
1,511
-219
1180
$257K ﹤0.01%
6,947
1181
$257K ﹤0.01%
+2,594
1182
$256K ﹤0.01%
9,656
-1,786
1183
$256K ﹤0.01%
15,000
1184
$256K ﹤0.01%
21,319
-1,645
1185
$256K ﹤0.01%
+3,942
1186
$255K ﹤0.01%
+4,045
1187
$254K ﹤0.01%
+5,695
1188
$254K ﹤0.01%
25,860
1189
$253K ﹤0.01%
+9,100
1190
$248K ﹤0.01%
4,157
-3
1191
$247K ﹤0.01%
+4,819
1192
$246K ﹤0.01%
10,870
+599
1193
$245K ﹤0.01%
10,087
1194
$245K ﹤0.01%
12,880
-61,709
1195
$244K ﹤0.01%
6,556
-1,671
1196
$244K ﹤0.01%
+17,025
1197
$243K ﹤0.01%
+9,527
1198
$243K ﹤0.01%
3,251
+109
1199
$243K ﹤0.01%
2,737
+1
1200
$242K ﹤0.01%
+8,475
46 47
48
49 50