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
1551
$270K ﹤0.01%
1,561
-7
1552
$270K ﹤0.01%
85,000
-609
1553
$270K ﹤0.01%
6,441
-13,011
1554
$270K ﹤0.01%
+1,480
1555
$269K ﹤0.01%
13,601
-9,627
1556
$269K ﹤0.01%
3,757
-1,601
1557
$267K ﹤0.01%
357,400
+50,000
1558
$267K ﹤0.01%
13,145
+100
1559
$267K ﹤0.01%
20,030
-715,791
1560
$265K ﹤0.01%
1,671
-5,008
1561
$263K ﹤0.01%
3,798
-111
1562
$263K ﹤0.01%
4,273
-641
1563
$262K ﹤0.01%
5,233
+179
1564
$260K ﹤0.01%
+4,710
1565
$259K ﹤0.01%
4,641
-2,440
1566
$259K ﹤0.01%
4,320
+267
1567
$257K ﹤0.01%
5,162
-16,729
1568
$253K ﹤0.01%
6,902
-3,540
1569
$252K ﹤0.01%
13,000
-88
1570
$252K ﹤0.01%
2,449
-869
1571
$252K ﹤0.01%
6,477
-229
1572
$252K ﹤0.01%
3,136
-2,940
1573
$251K ﹤0.01%
2,141
-991
1574
$249K ﹤0.01%
21,397
1575
$248K ﹤0.01%
2,062
-507
61 62
63
64 65