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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1 +$153M
2 +$149M
3 +$127M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$122M
5
UNH icon
UnitedHealth
UNH
+$106M

Top Sells

1 +$57M
2 +$38.3M
3 +$36.2M
4
TTC icon
Toro Company
TTC
+$35.9M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.08%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$650K ﹤0.01%
14,732
+4,809
1277
$649K ﹤0.01%
113,106
+3,686
1278
$649K ﹤0.01%
12,785
+1,579
1279
$649K ﹤0.01%
+65,182
1280
$645K ﹤0.01%
51,196
+2,002
1281
$644K ﹤0.01%
3,176
-158
1282
$644K ﹤0.01%
26,695
+6,174
1283
$643K ﹤0.01%
11,000
1284
$634K ﹤0.01%
10,121
-113
1285
$628K ﹤0.01%
12,979
-87
1286
$627K ﹤0.01%
17,347
-16,513
1287
$625K ﹤0.01%
3,228
+745
1288
$621K ﹤0.01%
15,924
1289
$620K ﹤0.01%
36,078
+1,544
1290
$618K ﹤0.01%
1,591
-1,444
1291
$616K ﹤0.01%
+7,853
1292
$615K ﹤0.01%
14,499
-1,712
1293
$613K ﹤0.01%
37,718
+1,088
1294
$612K ﹤0.01%
83,522
+3,195
1295
$607K ﹤0.01%
14,022
+3,585
1296
$607K ﹤0.01%
25,437
+10,264
1297
$605K ﹤0.01%
35,830
+1,869
1298
$603K ﹤0.01%
24,854
-29,243
1299
$601K ﹤0.01%
5,448
-83
1300
$596K ﹤0.01%
16,017
+1,906