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
301
$11.1M 0.05%
39,199
+1,454
302
$11.1M 0.05%
203,243
+164,296
303
$11.1M 0.05%
136,323
-24,240
304
$10.9M 0.05%
231,096
-1,578
305
$10.9M 0.05%
47,968
+1,342
306
$10.9M 0.05%
191,113
+40,225
307
$10.9M 0.05%
224,826
+70,010
308
$10.8M 0.05%
627,161
+27,899
309
$10.7M 0.05%
99,339
+1,881
310
$10.7M 0.05%
233,815
+30,913
311
$10.6M 0.05%
132,344
-4,081
312
$10.6M 0.05%
67,706
-7,694
313
$10.5M 0.05%
182,210
+6,102
314
$10.4M 0.05%
97,861
+11,441
315
$10.4M 0.05%
122,810
-42,942
316
$10.2M 0.05%
104,434
-8,150
317
$10.2M 0.05%
418,559
-32,620
318
$10.1M 0.05%
103,400
-31,337
319
$10.1M 0.05%
377,479
-11,116
320
$10.1M 0.05%
63,472
-4,061
321
$10.1M 0.05%
526,899
-73,728
322
$10M 0.05%
72,459
-3,649
323
$9.95M 0.05%
121,557
+116,137
324
$9.92M 0.05%
41,722
-3,670
325
$9.88M 0.05%
145,445
-15,877
11 12
13
14 15