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
1251
$77K ﹤0.01%
3,270
-114
1252
$65K ﹤0.01%
3,819
-7
1253
$49K ﹤0.01%
12,000
1254
$46K ﹤0.01%
24,596
1255
$43K ﹤0.01%
333
1256
$42K ﹤0.01%
17,127
+1
1257
– –
-61,772
1258
– –
-21,496
1259
– –
-10,285
1260
– –
-42,680
1261
– –
-5,000
1262
– –
-3,972
1263
– –
-38,260
1264
– –
-115,102
1265
– –
-21,491
1266
– –
-15,948
1267
– –
-591
1268
– –
-11,759
1269
– –
-47,564
1270
– –
-45,048
1271
– –
-18,579
1272
– –
-20,424
1273
– –
-153,877
1274
– –
-39,100
1275
– –
-17,829
49 50
51
52 53