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
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$38.6M
3
+$31.7M
4
FISV
Fiserv Inc
FISV
+$31.3M
5
ETSY icon
Etsy
ETSY
+$30.8M

Top Sells

1
+$64.1M
2
+$44.3M
3
+$39.4M
4
BURL icon
Burlington
BURL
+$38.2M
5
CABO icon
Cable One
CABO
+$36.6M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.3M 0.07%
301,636
-11,540
252
$25.2M 0.07%
468,589
+1,249
253
$25.2M 0.07%
+842,905
254
$25.1M 0.07%
190,814
-15,867
255
$24.8M 0.07%
165,110
-5,391
256
$24.4M 0.07%
60,568
+8,029
257
$24.3M 0.07%
1,401,436
+22,375
258
$24.2M 0.07%
756,422
+90,238
259
$24.1M 0.07%
236,151
-68,467
260
$24M 0.07%
411,481
+43,025
261
$23.8M 0.07%
157,794
-4,370
262
$23.7M 0.07%
416,594
+6,213
263
$23.2M 0.07%
141,559
-2,845
264
$23.2M 0.06%
253,041
+43,128
265
$23.1M 0.06%
259,233
-58,113
266
$23M 0.06%
238,470
+2,477
267
$22.8M 0.06%
317,736
+304,236
268
$22.8M 0.06%
112,635
+7,871
269
$22.8M 0.06%
69,638
+11,360
270
$22.7M 0.06%
186,554
-48,684
271
$22.6M 0.06%
310,644
+207,319
272
$22.6M 0.06%
262,065
+4,623
273
$22.5M 0.06%
247,663
-156
274
$22.4M 0.06%
178,488
-311,245
275
$22.2M 0.06%
346,965
+30,789
9 10
11
12 13