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
1551
– –
-10,997
1552
– –
-11,754
1553
– –
-5,421
1554
– –
-12,700
1555
– –
-2,191
1556
– –
-2,500
1557
– –
-15,200
1558
– –
-11,063
1559
– –
-2,770
1560
– –
-19,328
1561
– –
-7,287
1562
– –
-5,000
1563
– –
-11,945
1564
– –
-10,690
1565
– –
-5,079
1566
– –
-2,179
1567
– –
-6,200
1568
– –
-5,924
1569
– –
-11,881
1570
– –
-7,326
1571
– –
-7,021
1572
– –
-47,700
1573
– –
-215
1574
– –
-16,346
1575
– –
-18,000
61 62
63
64 65