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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$35.2M
3
+$35.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.2M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$26.8M

Top Sells

1
+$64.6M
2
+$49.4M
3
+$42.4M
4
BFH icon
Bread Financial
BFH
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$37.8M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.58%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$162K ﹤0.01%
13,195
-580
1252
$160K ﹤0.01%
+13,845
1253
$160K ﹤0.01%
23,258
-3,465
1254
$157K ﹤0.01%
+15,723
1255
$157K ﹤0.01%
18,643
+7,500
1256
$153K ﹤0.01%
21,902
-1
1257
$152K ﹤0.01%
12,391
1258
$150K ﹤0.01%
10,950
1259
$145K ﹤0.01%
22,460
+321
1260
$139K ﹤0.01%
11,299
-1
1261
$138K ﹤0.01%
+2,840
1262
$132K ﹤0.01%
56,579
-4
1263
$126K ﹤0.01%
10,000
1264
$120K ﹤0.01%
17,903
-1
1265
$120K ﹤0.01%
+23,378
1266
$104K ﹤0.01%
10,700
-1
1267
$101K ﹤0.01%
3,470
+74
1268
$96K ﹤0.01%
53,333
1269
$89K ﹤0.01%
14,286
1270
$46K ﹤0.01%
42,607
1271
$44K ﹤0.01%
24,596
1272
$36K ﹤0.01%
13,250
-3,875
1273
$32K ﹤0.01%
78,459
1274
$28K ﹤0.01%
333
1275
$28K ﹤0.01%
12,000
49 50
51
52 53