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
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$38.6M
3
+$31.7M
4
FISV
Fiserv Inc
FISV
+$31.3M
5
ETSY icon
Etsy
ETSY
+$30.8M

Top Sells

1
+$64.1M
2
+$44.3M
3
+$39.4M
4
BURL icon
Burlington
BURL
+$38.2M
5
CABO icon
Cable One
CABO
+$36.6M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-18,943
1702
– –
-2,153
1703
– –
-9,252
1704
– –
-3,581
1705
– –
-2,800
1706
– –
-6,137
1707
– –
-4,625
1708
– –
-11,528
1709
– –
-5,700
1710
– –
-11,767
1711
– –
-91,995
1712
– –
-5,330
1713
– –
-5,800
1714
– –
-2,745
1715
– –
-14,670
1716
– –
-6,954
1717
– –
-9,033
1718
– –
-921,627
1719
– –
-51,803
1720
– –
-21,559
1721
– –
-25,720
1722
– –
-2,926
1723
– –
-20,959
1724
– –
-12,380
1725
– –
-12,156
67 68
69
70 71