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
1801
– –
-17,443
1802
– –
-12,500
1803
– –
-8,648
1804
– –
-17,975
1805
– –
-39,918
1806
– –
-13,832
1807
– –
-5,801
1808
– –
-3,210
1809
– –
-4,002
1810
– –
-70,346
1811
– –
-37,339
1812
– –
-103,200
1813
– –
-24,386
1814
– –
-4,871
1815
– –
-31,215
1816
– –
-2,172
1817
– –
-517
1818
– –
-43,398
1819
– –
-9,114
1820
– –
-7,933
1821
– –
-6,198
1822
– –
-3,904
1823
– –
-14,665
1824
– –
-21,886
1825
– –
-11,500
71 72
73
74 75