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 11.11%
4 Healthcare 9.36%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-23,047
1727
– –
-5,816
1728
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-50,150
1729
– –
-6,524
1730
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-23,274
1731
– –
-10,743
1732
– –
-9,623
1733
– –
-106,724
1734
– –
-11,151
1735
– –
-11,956
1736
– –
-11,621
1737
– –
-3,701
1738
– –
-11,429
1739
– –
-439,714
1740
– –
-195,564
1741
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-38,612
1742
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-86,945
1743
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-13,887
1744
– –
-6,941
1745
– –
-10,731
1746
– –
-67,665
1747
– –
-3,167
1748
– –
-42,824
1749
– –
-32,595
1750
– –
-563,046
68 69
70
71 72