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
$36B
AUM Growth
-$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$126M
3
+$110M
4
BND icon
Vanguard Total Bond Market
BND
+$101M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$89.4M

Top Sells

1
+$58.2M
2
+$47M
3
+$46.7M
4
LHCG
LHC Group LLC
LHCG
+$44.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$39.6M

Sector Composition

1 Technology 17.42%
2 Healthcare 11.97%
3 Financials 11.31%
4 Industrials 9.11%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$78K ﹤0.01%
10,000
1752
$76K ﹤0.01%
1,128
-8
1753
$73K ﹤0.01%
26,700
1754
$69K ﹤0.01%
13,322
-2,000
1755
$51K ﹤0.01%
10,373
-6,072
1756
$43K ﹤0.01%
20,393
1757
$36K ﹤0.01%
14,085
-572
1758
$32K ﹤0.01%
1,216
+807
1759
$31K ﹤0.01%
15,000
1760
$30K ﹤0.01%
3,003
-171,152
1761
$29K ﹤0.01%
10,818
+9
1762
$25K ﹤0.01%
1,274
+4
1763
$19K ﹤0.01%
10,000
1764
$8K ﹤0.01%
30,600
1765
$7K ﹤0.01%
15,611
1766
$3K ﹤0.01%
12,400
1767
– –
-48,000
1768
– –
-1,379
1769
– –
-27,940
1770
– –
-3,520
1771
– –
-373
1772
– –
-7,795
1773
– –
-41,020
1774
– –
-193,231
1775
– –
-7,030
69 70
71
72 73