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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$41.5M
3
+$35.5M
4
AMGN icon
Amgen
AMGN
+$29.2M
5
ABB
ABB Ltd
ABB
+$26.8M

Top Sells

1
+$59.5M
2
+$44.5M
3
+$32.4M
4
USB icon
US Bancorp
USB
+$30M
5
MBLY
Mobileye N.V.
MBLY
+$27.7M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.7M 0.3%
1,566,385
+1,172,057
102
$36.3M 0.29%
856,380
+53,520
103
$36.2M 0.29%
220,788
+219
104
$36.2M 0.29%
232,274
-3,459
105
$35.6M 0.29%
149,861
+1,317
106
$35.5M 0.29%
387,437
-6,446
107
$35.2M 0.28%
704,870
-3,243
108
$34.8M 0.28%
1,085,957
-4,693
109
$34.5M 0.28%
1,098,105
-15,351
110
$34.1M 0.28%
627,015
-45,371
111
$34M 0.28%
332,326
+7,996
112
$33.9M 0.27%
586,630
-373,892
113
$33.3M 0.27%
426,605
+48,813
114
$33.3M 0.27%
555,537
+11,621
115
$33.1M 0.27%
252,239
+4,927
116
$33M 0.27%
248,951
+155,217
117
$32.9M 0.27%
753,755
-9,220
118
$32.9M 0.27%
415,281
+708
119
$32.8M 0.27%
1,825,470
-749,070
120
$32M 0.26%
574,256
+116,554
121
$31.6M 0.26%
260,641
+8,452
122
$30.9M 0.25%
602,309
-393,223
123
$30.8M 0.25%
899,705
+55,245
124
$30.4M 0.25%
1,036,942
-299,062
125
$29.5M 0.24%
756,355
+68,967
3 4
5
6 7