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
1501
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-7,188
1502
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-11,672
1503
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-7,956
1504
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-10,057
1505
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1506
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-6,473
1507
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1508
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-13,029
1509
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-13,426
1510
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-834
1511
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-11,280
1512
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-75,001
1513
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-16,772
1514
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-13,639
1515
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-8,099
1516
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-10,000
1517
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-15,527
1518
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1519
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-25,000
1520
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-6,250
1521
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-19,400
1522
– –
-342,932
1523
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-13,200
1524
– –
-11,948
1525
– –
-45,384
59 60
61
62 63