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
1776
– –
-7,909
1777
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-109,329
1778
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-42,788
1779
– –
-7,400
1780
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-10,256
1781
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-4,385
1782
– –
-26,781
1783
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-14,291
1784
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-3,410
1785
– –
-6,506
1786
– –
-4,910
1787
– –
-11,090
1788
– –
-18,297
1789
– –
-14,970
1790
– –
-17,508
1791
– –
-1,000
1792
– –
-186,381
1793
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-20,883
1794
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-3,639
1795
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-39,478
1796
– –
-1,879
1797
– –
-50,651
1798
– –
-47,726
1799
– –
-10,204
1800
– –
-11,946
70 71
72
73 74