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
1726
– –
-23,274
1727
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-10,743
1728
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-9,623
1729
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-106,724
1730
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-11,151
1731
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-11,956
1732
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-11,621
1733
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-3,701
1734
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-11,429
1735
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-439,714
1736
– –
-195,564
1737
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-38,612
1738
– –
-86,945
1739
– –
-13,887
1740
– –
-6,941
1741
– –
-10,731
1742
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-67,665
1743
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-3,167
1744
– –
-42,824
1745
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-32,595
1746
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-563,046
1747
– –
-12,658
1748
– –
-25,010
1749
– –
-22,181
1750
– –
-16,641
68 69
70
71 72