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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$44.4M
3
+$36.1M
4
VEEV icon
Veeva Systems
VEEV
+$31.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.3M

Top Sells

1
+$42.2M
2
+$40.5M
3
+$25.3M
4
CERN
Cerner Corp
CERN
+$22.3M
5
ANSS
Ansys
ANSS
+$22M

Sector Composition

1 Technology 14.26%
2 Healthcare 12.63%
3 Industrials 11.68%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.4M 0.1%
179,747
-31,138
202
$11.3M 0.1%
+86,114
203
$11.3M 0.1%
169,776
-12,852
204
$11.2M 0.1%
233,055
-17,257
205
$11.2M 0.1%
577,803
-57,879
206
$11.1M 0.1%
435,842
+377,693
207
$11M 0.1%
128,954
-14,656
208
$11M 0.1%
96,885
+7,345
209
$10.9M 0.1%
101,908
-25,788
210
$10.6M 0.1%
363,972
+11,504
211
$10.6M 0.1%
157,635
-3,864
212
$10.5M 0.1%
164,102
-574
213
$10.5M 0.1%
291,379
-1,039,429
214
$10.4M 0.1%
92,571
+13,456
215
$10.4M 0.1%
344,662
+48,946
216
$10.3M 0.09%
241,381
-622,810
217
$10.3M 0.09%
175,554
-852
218
$10.2M 0.09%
47
-3
219
$10.2M 0.09%
196,763
+3,847
220
$10.2M 0.09%
84,581
+12,456
221
$10.1M 0.09%
189,059
+64,764
222
$10M 0.09%
222,581
+111,217
223
$10M 0.09%
93,331
+2,443
224
$9.87M 0.09%
213,145
+3,128
225
$9.86M 0.09%
248,334
-35,810
7 8
9
10 11