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
1301
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1302
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1303
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-43,903
1304
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-166,019
1305
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1307
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-48,349
1308
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-20,354
1309
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-11,953
1310
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-24,500
1311
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-11,713
1312
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-14,485
1313
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-112
1314
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-8,275
1315
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-29,905
1316
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-40,590
1317
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-14,307
1318
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-11,345
1319
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-7,253
1320
– –
-18,211
1321
– –
-20,220
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