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
1726
– –
-101,100
1727
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-10,408
1728
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-16,618
1729
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-195,565
1730
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-20,701
1731
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-5,076
1732
– –
-80,000
1733
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-65,613
1734
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-1,332
1735
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-4,300
1736
– –
-27,932
1737
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-28,000
1738
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-13,489
1739
– –
-516
1740
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-166,294
1741
– –
-47,549
1742
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-6,712
1743
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-21,000
1744
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-7,336
1745
– –
-9,708
1746
– –
-10,391
1747
– –
-3,262
1748
– –
-13,050
1749
– –
-62,008
1750
– –
-95,539
67 68 69
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