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
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$35.8M
3
+$34.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$33.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32M

Top Sells

1
+$41.6M
2
+$35.5M
3
+$35.4M
4
LKQ icon
LKQ Corp
LKQ
+$34.7M
5
RHT
Red Hat Inc
RHT
+$33.3M

Sector Composition

1 Technology 15.81%
2 Healthcare 12.16%
3 Industrials 10.13%
4 Financials 9.88%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$102K ﹤0.01%
2,305
+45
1252
$90K ﹤0.01%
7,451
1253
$88K ﹤0.01%
+12,600
1254
$59K ﹤0.01%
56,363
-220
1255
$55K ﹤0.01%
11,468
-21,765
1256
$52K ﹤0.01%
+4,541
1257
$46K ﹤0.01%
+10,000
1258
$42K ﹤0.01%
+10,835
1259
$40K ﹤0.01%
10,150
-153,819
1260
$38K ﹤0.01%
2,664
-464
1261
$20K ﹤0.01%
21,621
-3,092
1262
$18K ﹤0.01%
38,707
1263
$9K ﹤0.01%
12,000
1264
$1K ﹤0.01%
69,983
-10,556
1265
– –
-44,597
1266
– –
-11,412
1267
– –
-99,826
1268
– –
-12,996
1269
– –
-79,068
1270
– –
-25,362
1271
– –
-37,707
1272
– –
-42,396
1273
– –
-363,652
1274
– –
-13,670
1275
– –
-28,481
49 50
51
52 53