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
$47.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$61.9M
3
+$42.5M
4
APPF icon
AppFolio
APPF
+$38M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$37.5M

Top Sells

1
+$52.9M
2
+$41.7M
3
+$39.2M
4
NKE icon
Nike
NKE
+$30.9M
5
ICLR icon
Icon
ICLR
+$28.9M

Sector Composition

1 Technology 18.5%
2 Financials 12.8%
3 Industrials 10.87%
4 Healthcare 9.14%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-734,389
1752
– –
-18,801
1753
– –
-4,898
1754
– –
-13,575
1755
– –
-142,301
1756
– –
-136,345
1757
– –
-1,919
1758
– –
-10,934
1759
– –
-2,062
1760
– –
-8,135
1761
– –
-7,706
1762
– –
-12,072
1763
– –
-13,105
1764
– –
-24,965
1765
– –
-6,149
1766
– –
-7,563
1767
– –
-51,399
1768
– –
-28,222
1769
– –
-62,589
1770
– –
-10,456
1771
– –
-3,132
1772
– –
-21,921
1773
– –
-24,854
1774
– –
-1,013
1775
– –
-24,980
69 70
71
72 73