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
$21.9B
AUM Growth
-$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,605
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$77.3M
3
+$71.5M
4
CPRT icon
Copart
CPRT
+$51.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.4M

Top Sells

1
+$74.2M
2
+$72.5M
3
+$64.5M
4
ETSY icon
Etsy
ETSY
+$47.8M
5
XYL icon
Xylem
XYL
+$47.6M

Sector Composition

1 Technology 17.71%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.69%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.9M 0.06%
254,022
-46,854
277
$13.8M 0.06%
111,804
+27,564
278
$13.8M 0.06%
289,019
-156,081
279
$13.7M 0.06%
244,155
+13,900
280
$13.6M 0.06%
251,780
-1,176
281
$13.4M 0.06%
247,979
-4,101
282
$12.8M 0.06%
215,355
+10,903
283
$12.8M 0.06%
92,900
+24,674
284
$12.7M 0.06%
137,681
-6,228
285
$12.6M 0.06%
425,828
+2,345
286
$12.6M 0.06%
56,227
-23,180
287
$12.5M 0.06%
214,740
+20,038
288
$12.4M 0.06%
236,648
-73,106
289
$12.4M 0.06%
123,348
-9,147
290
$12.1M 0.06%
385,625
+13,078
291
$12.1M 0.06%
343,822
+250,617
292
$12M 0.05%
420,824
-267,092
293
$11.9M 0.05%
370,135
-3,050
294
$11.9M 0.05%
93,367
+36,003
295
$11.8M 0.05%
351,824
-156,741
296
$11.8M 0.05%
68,218
-50,411
297
$11.5M 0.05%
85,648
+3,011
298
$11.5M 0.05%
223,255
-2,000
299
$11.4M 0.05%
494,931
+14,213
300
$11.3M 0.05%
95,279
-1,662
10 11
12
13 14