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
1601
– –
-8,830
1602
– –
-225,211
1603
– –
-51,575
1604
– –
-3,004
1605
– –
-67,404
1606
– –
-5,000
1607
– –
-10,451
1608
– –
-60,000
1609
– –
-531
1610
– –
-53,091
1611
– –
-35,190
61 62 63 64
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