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
$14.2B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$37.3M
3
+$26.9M
4
LFUS icon
Littelfuse
LFUS
+$24.9M
5
LW icon
Lamb Weston
LW
+$24.7M

Top Sells

1
+$59.2M
2
+$44.5M
3
+$41M
4
PEP icon
PepsiCo
PEP
+$30.7M
5
BLKB icon
Blackbaud
BLKB
+$28.6M

Sector Composition

1 Technology 16.54%
2 Healthcare 10.91%
3 Industrials 10.51%
4 Financials 9.61%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
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1327
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-113,600
1328
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-43,422
1329
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-65,857
1330
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1331
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-167,052
1332
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-15,032
1333
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-5,677
1334
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-20,446
1335
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-30,228
1336
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-13,092
1337
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-204,177
1338
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-8,419
1339
– –
-23,922
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