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
$43.9B
AUM Growth
+$7.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,828
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$149M
3
+$127M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$122M
5
UNH icon
UnitedHealth
UNH
+$106M

Top Sells

1
+$57M
2
+$38.3M
3
+$36.2M
4
TTC icon
Toro Company
TTC
+$35.9M
5
EEFT icon
Euronet Worldwide
EEFT
+$34.9M

Sector Composition

1 Technology 18.83%
2 Financials 12.09%
3 Industrials 11.08%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$338K ﹤0.01%
6,689
-85
1477
$338K ﹤0.01%
53,229
-4,025
1478
$337K ﹤0.01%
2,831
+104
1479
$336K ﹤0.01%
6,313
+591
1480
$334K ﹤0.01%
6,179
-8,060
1481
$330K ﹤0.01%
+13,777
1482
$328K ﹤0.01%
9,991
-1,477
1483
$327K ﹤0.01%
4,815
1484
$327K ﹤0.01%
1,943
-124
1485
$327K ﹤0.01%
+13,682
1486
$324K ﹤0.01%
29,750
1487
$324K ﹤0.01%
40,794
-1,000
1488
$323K ﹤0.01%
12,785
-34,069
1489
$322K ﹤0.01%
14,870
+2,537
1490
$321K ﹤0.01%
6,931
-39,963
1491
$320K ﹤0.01%
10,500
-1,853
1492
$320K ﹤0.01%
+8,471
1493
$318K ﹤0.01%
21,406
+1,255
1494
$318K ﹤0.01%
4,195
-21
1495
$317K ﹤0.01%
2,343
+533
1496
$317K ﹤0.01%
5,845
+770
1497
$317K ﹤0.01%
4,625
-341
1498
$316K ﹤0.01%
11,921
-14,778
1499
$316K ﹤0.01%
+13,575
1500
$316K ﹤0.01%
19,451
-224
58 59
60
61 62