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
276
$22.1M 0.06%
575,165
-86,716
277
$22M 0.06%
168,801
-25,682
278
$21.8M 0.06%
258,050
+10,775
279
$21.7M 0.06%
416,010
+93,490
280
$21.6M 0.06%
285,979
-4,022
281
$21.5M 0.06%
230,853
+25,976
282
$21.4M 0.06%
181,192
-5,987
283
$21.3M 0.06%
101,287
-1,646
284
$21.3M 0.06%
266,807
+27,928
285
$21.3M 0.06%
75,603
-36,697
286
$21.1M 0.06%
268,005
-4,744
287
$21.1M 0.06%
295,019
+46,893
288
$21M 0.06%
384,380
+19,985
289
$20.9M 0.06%
72,007
+4,534
290
$20.9M 0.06%
115,129
-16,202
291
$20.6M 0.06%
509,856
-20,299
292
$20.6M 0.06%
907,099
+37,058
293
$20.4M 0.06%
72,976
-1,564
294
$20.4M 0.06%
78,646
-233
295
$20.3M 0.06%
105,321
-890
296
$20.2M 0.06%
151,111
+5,639
297
$20.1M 0.06%
589,804
+67,158
298
$20M 0.06%
341,431
-66,864
299
$19.9M 0.06%
180,230
+34,460
300
$19.8M 0.06%
317,740
+15,110