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
1751
-9,039
1752
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1753
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1754
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1755
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1756
-8,215
1757
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1758
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1759
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1760
-19,369
1761
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1762
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1763
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1764
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1765
-3,459
1766
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1767
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1768
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1769
-6,460
1770
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1771
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1772
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1773
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1774
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1775
-59,564