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
376
$7.04M 0.03%
118,442
-113,097
377
$7M 0.03%
278,866
+165,668
378
$6.99M 0.03%
132,535
+108,266
379
$6.97M 0.03%
178,463
+139,963
380
$6.94M 0.03%
288,990
-3,250
381
$6.93M 0.03%
34,372
+676
382
$6.93M 0.03%
43,846
-6,152
383
$6.92M 0.03%
462,372
-55,865
384
$6.85M 0.03%
155,204
-172,468
385
$6.81M 0.03%
147,412
+87,845
386
$6.8M 0.03%
210,598
+44,148
387
$6.78M 0.03%
304,077
+133,655
388
$6.71M 0.03%
245,352
-167,316
389
$6.69M 0.03%
68,475
+2,251
390
$6.61M 0.03%
148,124
+54,304
391
$6.59M 0.03%
255,819
-113,499
392
$6.56M 0.03%
618,125
+14,128
393
$6.52M 0.03%
163,844
+133,232
394
$6.5M 0.03%
62,883
-2,388
395
$6.47M 0.03%
90,401
+5,684
396
$6.45M 0.03%
107,519
-72,869
397
$6.45M 0.03%
184,873
-33,703
398
$6.45M 0.03%
69,774
+39,127
399
$6.41M 0.03%
103,508
-3,781
400
$6.4M 0.03%
76,274
-586
14 15
16
17 18