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
$26.5B
AUM Growth
+$4.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$73.9M
3
+$61.2M
4
RMD icon
ResMed
RMD
+$61M
5
TSCO icon
Tractor Supply
TSCO
+$43.1M

Top Sells

1
+$135M
2
+$62M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$54.7M
5
GPN icon
Global Payments
GPN
+$52.6M

Sector Composition

1 Technology 18.93%
2 Healthcare 12.04%
3 Financials 10.57%
4 Industrials 9.28%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$21K ﹤0.01%
927,632
+31,762
1502
$19K ﹤0.01%
38,707
1503
$15K ﹤0.01%
77,617
+2,982
1504
$15K ﹤0.01%
13,100
-500
1505
$8K ﹤0.01%
+10,000
1506
$7K ﹤0.01%
11,248
1507
$6K ﹤0.01%
+834
1508
$3K ﹤0.01%
+18,460
1509
– –
-10,000
1510
– –
-358,940
1511
– –
-166,575
1512
– –
-23,716
1513
– –
-13,642
1514
– –
-8,342
1515
– –
-55,894
1516
– –
-5,084
1517
– –
-26,085
1518
– –
-33,916
1519
– –
-12,681
1520
– –
-16,018
1521
– –
-239,509
1522
– –
-3,974
1523
– –
-25,566
1524
– –
-86,026
1525
– –
-3,608
59 60
61
62 63