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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$40.3M
3
+$33.4M
4
ALGN icon
Align Technology
ALGN
+$17.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M

Top Sells

1
+$49.9M
2
+$46.1M
3
+$25.9M
4
TTWO icon
Take-Two Interactive
TTWO
+$25.1M
5
EPAM icon
EPAM Systems
EPAM
+$23.7M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-92,224
1927
– –
-35,425
1928
– –
-136,528
1929
– –
-1,990
1930
– –
-43,289
1931
– –
-75,462
1932
– –
-11,200
1933
– –
-11,884
1934
– –
-11,665
1935
– –
-3,602
1936
– –
-7,627
1937
– –
-14,009
1938
– –
-34,823
1939
– –
-3,672
1940
– –
-244,423
1941
– –
-27,272
1942
– –
-1,177
1943
– –
-35,879
1944
– –
-2,482
1945
– –
-37,839
1946
– –
-27,988
1947
– –
-14,547
1948
– –
-50,751
1949
– –
-10,506
1950
– –
-10,438
75 76 77
78
79