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
101
$30.7M 0.28%
917,963
-583,402
102
$30.4M 0.28%
362,337
+47,709
103
$30.4M 0.28%
565,191
+35,839
104
$30.1M 0.28%
543,968
+26,957
105
$30M 0.27%
427,215
+324,303
106
$30M 0.27%
265,978
+35,273
107
$29.9M 0.27%
401,584
+10,188
108
$29.6M 0.27%
209,689
-4,246
109
$29.4M 0.27%
396,554
-220,068
110
$29.3M 0.27%
728,132
+91,302
111
$29.1M 0.27%
312,756
+2,632
112
$28.4M 0.26%
217,223
-10,091
113
$28.3M 0.26%
799,980
+34,980
114
$28M 0.26%
441,963
+13,998
115
$28M 0.26%
726,044
+57,368
116
$27.9M 0.26%
353,344
+6,772
117
$27.5M 0.25%
976,605
+86,899
118
$27.3M 0.25%
291,740
+186,465
119
$27.3M 0.25%
232,173
-4,678
120
$27.1M 0.25%
595,786
-85,832
121
$26.8M 0.25%
741,360
+68,420
122
$26.8M 0.25%
985,402
-504,447
123
$26.6M 0.24%
886,985
+110,485
124
$26.3M 0.24%
719,484
+5,118
125
$26M 0.24%
2,420,428
+78,287
3 4
5
6 7