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
1801
– –
-6,931
1802
– –
-11,301
1803
– –
-4,790
1804
– –
-6,441
1805
– –
-2,886
1806
– –
-13,550
1807
– –
-23,560
1808
– –
-16,408
1809
– –
-7,343
1810
– –
-14,256
1811
– –
-29,750
1812
– –
-4,710
1813
– –
-15,250
1814
– –
-128,133
1815
– –
-3,277
1816
– –
-27,527
1817
– –
-294,057
1818
– –
-20,030
1819
– –
-18,020
1820
– –
-1,310
1821
– –
-8,855
1822
– –
-44,155
1823
– –
-15,095
1824
– –
-11,286
1825
– –
-1,996
70 71 72
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