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
– –
-11,280
1485
– –
-17,200
1486
– –
-10,358
1487
– –
-132,400
1488
– –
-10,000
1489
– –
-19,495
1490
– –
-36,747
1491
– –
-6,636
1492
– –
-1,250
1493
– –
-30,735
1494
– –
-3,004
1495
– –
-67,404
1496
– –
-5,000
1497
– –
-10,451
1498
– –
-531
1499
– –
-53,091
1500
– –
-35,190
58 59
60
61 62