Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
-$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,605
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$65.3M
3
+$59.2M
4
GNRC icon
Generac Holdings
GNRC
+$41.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.8M

Top Sells

1
+$69.8M
2
+$62.7M
3
+$47.3M
4
BWXT icon
BWX Technologies
BWXT
+$45.9M
5
ANET icon
Arista Networks
ANET
+$41.2M

Sector Composition

1 Technology 17.73%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.67%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.3M 0.1%
248,091
-49,696
227
$21.2M 0.1%
106,209
-1,816
228
$20.8M 0.1%
173,963
-16,187
229
$20.5M 0.09%
78,001
+11,978
230
$20.4M 0.09%
155,499
-6,217
231
$20.2M 0.09%
253,121
-9,535
232
$20M 0.09%
678,874
-9,421
233
$19.7M 0.09%
158,968
-21,961
234
$19.4M 0.09%
134,005
+97,006
235
$19M 0.09%
597,323
+29,059
236
$18.7M 0.09%
1,139,050
+520,454
237
$18.6M 0.09%
146,630
-44,329
238
$18.2M 0.08%
226,270
+68,442
239
$17.9M 0.08%
861,160
-676,981
240
$17.8M 0.08%
356,454
-16,514
241
$17.4M 0.08%
565,735
-1,854
242
$17.3M 0.08%
200,073
+3,764
243
$17.3M 0.08%
260,262
-4,715
244
$17.2M 0.08%
895,870
-15,348
245
$17.2M 0.08%
220,618
+4,831
246
$17.2M 0.08%
444,056
-41,004
247
$17.2M 0.08%
159,434
-905
248
$17M 0.08%
371,688
+72,127
249
$17M 0.08%
176,344
-21,858
250
$16.7M 0.08%
114,487
-6,138
8 9
10
11 12