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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-70,673
1202
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-16,484
1203
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-21,950
1204
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-34,801
1205
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1206
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1207
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-4,719
1208
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-11,246
1209
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-51,515
1210
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-6,167
1211
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-35,384
1212
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-12,423
1213
– –
-155,388
1214
– –
-10,268
1215
– –
-11,540
1216
– –
-18,876
1217
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-41,866
1218
– –
-26,838
1219
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-185,361
1220
– –
-16,989
1221
– –
-34,849
1222
– –
-21,496
1223
– –
-3,437
1224
– –
-116,960
1225
– –
-10,467
47 48
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