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
351
$8.02M 0.04%
131,853
-50,397
352
$8.01M 0.04%
331,353
-145,713
353
$7.98M 0.04%
145,505
-20,613
354
$7.98M 0.04%
95,460
-3,336
355
$7.97M 0.04%
565,350
+244,285
356
$7.82M 0.04%
96,501
-10,544
357
$7.76M 0.04%
63,871
-7,478
358
$7.57M 0.03%
165,140
-49,891
359
$7.56M 0.03%
26,387
+17,091
360
$7.55M 0.03%
91,571
+9,088
361
$7.54M 0.03%
230,730
-22,436
362
$7.47M 0.03%
107,439
-13,453
363
$7.4M 0.03%
44,838
+12,330
364
$7.37M 0.03%
44,673
+4,602
365
$7.34M 0.03%
55,412
-5,214
366
$7.33M 0.03%
221,101
+18,607
367
$7.27M 0.03%
59,996
+5,798
368
$7.2M 0.03%
95,419
-5,914
369
$7.19M 0.03%
33,946
-2,481
370
$7.19M 0.03%
256,708
-20,615
371
$7.19M 0.03%
536,493
+1,564
372
$7.19M 0.03%
501,516
+107,555
373
$7.11M 0.03%
83,253
-1,024
374
$7.1M 0.03%
114,915
+1,777
375
$7.06M 0.03%
274,442
-16,253