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
1801
– –
-10,478
1802
– –
-4,482
1803
– –
-1,246
1804
– –
-26,728
1805
– –
-6,037
1806
– –
-4,066
1807
– –
-2,705
1808
– –
-6,631
1809
– –
-13,277
1810
– –
-61,586
1811
– –
-10,029
1812
– –
-105,772
1813
– –
-12,012
1814
– –
-251
1815
– –
-155,034
1816
– –
-220,142
1817
– –
-189,276
1818
– –
-24,222
1819
– –
-29,816
1820
– –
-3,152
1821
– –
-10,983
1822
– –
-14,950
1823
– –
-101,748
1824
– –
-8,793
1825
– –
-92,606
70 71 72
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