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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26M 0.24%
440,057
+380,986
127
$26M 0.24%
215,196
+4,329
128
$25.7M 0.24%
1,077,793
-251,793
129
$25.5M 0.23%
279,955
+12,886
130
$25.3M 0.23%
1,724,055
-355,590
131
$24.4M 0.22%
973,844
-26,100
132
$24.1M 0.22%
583,886
-128,691
133
$23.8M 0.22%
331,346
-162,715
134
$23.8M 0.22%
94,981
+22,894
135
$23.7M 0.22%
966,165
-44,460
136
$23.7M 0.22%
994,471
+335,265
137
$23.6M 0.22%
111,858
-514
138
$23.5M 0.22%
+45,972
139
$22.9M 0.21%
287,706
-88,247
140
$22.8M 0.21%
355,315
+14,135
141
$22.8M 0.21%
557,270
+139,965
142
$22.7M 0.21%
403,602
+6,760
143
$22.5M 0.21%
247,693
-248,694
144
$22.4M 0.21%
162,848
-418
145
$22.2M 0.2%
510,009
+164,664
146
$22.1M 0.2%
365,697
-879
147
$21.9M 0.2%
148,557
+744
148
$21.9M 0.2%
227,612
+19,568
149
$21.4M 0.2%
380,865
-59,491
150
$21.1M 0.19%
466,411
+39,142
4 5
6
7 8