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
1776
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-4,307
1777
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-21,670
1778
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-167,709
1779
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-43,444
1780
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-11,815
1781
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-6,114
1782
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-10,214
1783
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-41,604
1784
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-13,927
1785
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-48,757
1786
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-51,221
1787
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-11,539
1788
– –
-6,628
1789
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-3,679
1790
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-10,816
1791
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-3,914
1792
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-60,264
1793
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-10,316
1794
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-1,862
1795
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-13,549
1796
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-8,523
1797
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-66,294
1798
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-55,338
1799
– –
-44,802
1800
– –
-1,444
70 71
72
73 74