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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$34.6M
3
+$31.9M
4
VRSK icon
Verisk Analytics
VRSK
+$31.7M
5
PNRA
Panera Bread Co
PNRA
+$31.6M

Top Sells

1
+$47.4M
2
+$25M
3
+$24.1M
4
FISV
Fiserv Inc
FISV
+$23.9M
5
LH icon
Labcorp
LH
+$23M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.5M 0.13%
+105,750
177
$15.4M 0.13%
227,928
+14,764
178
$15.3M 0.13%
308,684
+599
179
$15.3M 0.13%
364,124
+197,353
180
$15.2M 0.13%
127,997
+18,482
181
$15.2M 0.13%
166,559
+562
182
$15M 0.13%
403,176
-190,755
183
$14.8M 0.13%
431,292
-21,507
184
$14.8M 0.13%
299,105
-182,146
185
$14.7M 0.13%
160,277
+4,118
186
$14.4M 0.13%
173,890
+93,662
187
$14.4M 0.12%
265,674
-18,822
188
$14.1M 0.12%
139,512
+42,205
189
$14.1M 0.12%
205,341
+24,694
190
$14M 0.12%
180,524
+24,350
191
$13.9M 0.12%
+917,736
192
$13.9M 0.12%
337,127
+15,215
193
$13.7M 0.12%
397,434
+10,638
194
$13.6M 0.12%
405,277
-252,772
195
$13.5M 0.12%
115,144
+5,406
196
$13.5M 0.12%
441,141
+145,325
197
$13.4M 0.12%
836,215
+23,849
198
$13M 0.11%
194,074
+40,433
199
$12.8M 0.11%
186,105
-4,299
200
$12.8M 0.11%
174,281
+53,769
6 7
8
9 10