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
1701
$14.9K ﹤0.01%
19,762
+3,915
1702
$11.9K ﹤0.01%
920
1703
$9.89K ﹤0.01%
30,600
1704
$9.63K ﹤0.01%
10,000
1705
$6.88K ﹤0.01%
1,000
1706
$5.12K ﹤0.01%
15,250
-7,000
1707
– –
-6
1708
– –
-26,257
1709
– –
-5,650
1710
– –
-8,782
1711
– –
-5,310
1712
– –
-22,648
1713
– –
-14,094
1714
– –
-9,928
1715
– –
-12,290
1716
– –
-15,082
1717
– –
-26,120
1718
– –
-11,935
1719
– –
-7,584
1720
– –
-125,000
1721
– –
-10,236
1722
– –
-23,047
1723
– –
-5,816
1724
– –
-50,150
1725
– –
-6,524
67 68
69
70 71