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
1676
$107K ﹤0.01%
+24,255
1677
$103K ﹤0.01%
+10,204
1678
$102K ﹤0.01%
11,050
1679
$98.3K ﹤0.01%
11,301
+36
1680
$94.8K ﹤0.01%
13,725
1681
$92.8K ﹤0.01%
+10,964
1682
$91K ﹤0.01%
14,750
-519
1683
$87.8K ﹤0.01%
+10,800
1684
$87.4K ﹤0.01%
38,162
1685
$83.8K ﹤0.01%
15,095
-3,528
1686
$73.1K ﹤0.01%
13,249
1687
$69K ﹤0.01%
110,100
-5,884
1688
$68.7K ﹤0.01%
+20,030
1689
$59.1K ﹤0.01%
1,264
+67
1690
$53K ﹤0.01%
+11,250
1691
$44.4K ﹤0.01%
11,090
1692
$41.4K ﹤0.01%
22,393
1693
$40.7K ﹤0.01%
529
1694
$35K ﹤0.01%
+1,000
1695
$29.1K ﹤0.01%
+1,000
1696
$25.8K ﹤0.01%
11,950
1697
$22K ﹤0.01%
27,527
1698
$17.2K ﹤0.01%
300,994
1699
$16.8K ﹤0.01%
+11,500
1700
$15.8K ﹤0.01%
12,743