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
$14.1B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,321
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$31.7M
3
+$29.3M
4
ABB
ABB Ltd
ABB
+$24.9M
5
ORAN
Orange
ORAN
+$24.7M

Top Sells

1
+$43.7M
2
+$34.3M
3
+$32.3M
4
WFC icon
Wells Fargo
WFC
+$27.2M
5
ILMN icon
Illumina
ILMN
+$26.7M

Sector Composition

1 Technology 15.94%
2 Industrials 10.86%
3 Healthcare 10.65%
4 Financials 9.57%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$213K ﹤0.01%
+4,001
1202
$213K ﹤0.01%
+5,685
1203
$212K ﹤0.01%
+6,191
1204
$211K ﹤0.01%
1,913
1205
$211K ﹤0.01%
+4,032
1206
$208K ﹤0.01%
10,883
-895
1207
$208K ﹤0.01%
5,201
-331
1208
$207K ﹤0.01%
+934
1209
$205K ﹤0.01%
3,950
-124
1210
$205K ﹤0.01%
+3,500
1211
$204K ﹤0.01%
9,037
+37
1212
$204K ﹤0.01%
3,406
-3,912
1213
$204K ﹤0.01%
+11,931
1214
$204K ﹤0.01%
+3,709
1215
$202K ﹤0.01%
4,033
-1,725
1216
$201K ﹤0.01%
+3,850
1217
$196K ﹤0.01%
6,702
-3,787
1218
$196K ﹤0.01%
40,005
-9,488
1219
$196K ﹤0.01%
15,165
-10,265
1220
$193K ﹤0.01%
46,400
1221
$187K ﹤0.01%
16,762
-936
1222
$183K ﹤0.01%
31,948
-1,195
1223
$180K ﹤0.01%
56,883
-2,324
1224
$179K ﹤0.01%
13,501
-12,500
1225
$175K ﹤0.01%
10,314
47 48
49
50 51