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
1876
– –
-8,505
1877
– –
-10,411
1878
– –
-41,000
1879
– –
-7,852
1880
– –
-14,629
1881
– –
-29,500
1882
– –
-4,485
1883
– –
-261,351
1884
– –
-5,591
1885
– –
-6,012
1886
– –
-19,032
1887
– –
-245,801
1888
– –
-21,075
1889
– –
-325,464
1890
– –
-3,070
1891
– –
-10,242
1892
– –
-7,353
1893
– –
-57,283
1894
– –
-2,906
1895
– –
-61,455
1896
– –
-74,115
72 73 74 75
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