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
1301
– –
-9,527
1302
– –
-31,438
1303
– –
-9,827
1304
– –
-4,800
1305
– –
-4,765
1306
– –
-5,429
1307
– –
-5,498
1308
– –
-4,400
1309
– –
-9,150
1310
– –
-19,752
1311
– –
-210,767
1312
– –
-19,112
1313
– –
-3,002
1314
– –
-20,429
1315
– –
-3,438
1316
– –
-1,417
1317
– –
-10,750
1318
– –
-20,424
1319
– –
-4,693
1320
– –
-71,966
1321
– –
-168,999
1322
– –
-40,019
1323
– –
-20,457
1324
– –
-57,003
1325
– –
-23,796
51 52
53
54 55