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
1351
– –
-17,232
1352
– –
-6,864
1353
– –
-4,240
1354
– –
-3,116
1355
– –
-26,032
1356
– –
-4,510
1357
– –
-10,831
1358
– –
-25,231
1359
– –
-151,661
1360
– –
-14,997
1361
– –
-39,565
1362
– –
-10,796
1363
– –
-9,923
1364
– –
-16,360
1365
– –
-3,501
1366
– –
-340,308
1367
– –
-11,842
1368
– –
-9,972
1369
– –
-10,136
1370
– –
-176,703
1371
– –
-35,000
1372
– –
-10,100
1373
– –
-18,100
1374
– –
-1,383
1375
– –
-2,636
53 54
55
56 57