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
$29.2B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,611
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$36.5M
3
+$33.4M
4
FND icon
Floor & Decor
FND
+$30.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$29.8M

Top Sells

1
+$138M
2
+$48.3M
3
+$46.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$33.1M
5
ATR icon
AptarGroup
ATR
+$30.1M

Sector Composition

1 Technology 18.86%
2 Healthcare 11.98%
3 Financials 10.88%
4 Industrials 9.36%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$41K ﹤0.01%
38,707
1477
$35K ﹤0.01%
35,000
+25,000
1478
$32K ﹤0.01%
15,000
1479
$31K ﹤0.01%
+12,500
1480
$30K ﹤0.01%
30,600
1481
$10K ﹤0.01%
13,100
1482
$8K ﹤0.01%
11,248
1483
– –
-9,405
1484
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-3,654
1485
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-3,881
1486
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-35,570
1487
– –
-6,733
1488
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-8,706
1489
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-7,792
1490
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-5,496
1491
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-14,909
1492
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-14,757
1493
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-2,286
1494
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-9,071
1495
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-2,730
1496
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-100,500
1497
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-10,101
1498
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-10,900
1499
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-6,833
1500
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-5,498
58 59
60
61 62