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
451
$4.86M 0.02%
206,410
+31,403
452
$4.85M 0.02%
237,744
+97,350
453
$4.83M 0.02%
188,305
+54,874
454
$4.72M 0.02%
42,726
-17,789
455
$4.71M 0.02%
174,823
+12,205
456
$4.68M 0.02%
52,699
-1,079
457
$4.67M 0.02%
52,261
-33,487
458
$4.65M 0.02%
123,900
+42,080
459
$4.65M 0.02%
213,295
+10,928
460
$4.6M 0.02%
27,696
+5,833
461
$4.59M 0.02%
80,615
-12,536
462
$4.56M 0.02%
327,398
-30,308
463
$4.53M 0.02%
146,232
+9,067
464
$4.53M 0.02%
1,609
+114
465
$4.52M 0.02%
69,885
-6,210
466
$4.52M 0.02%
321,342
-33,441
467
$4.51M 0.02%
54,094
+9,414
468
$4.46M 0.02%
103,633
+43,646
469
$4.45M 0.02%
23,853
-20,527
470
$4.44M 0.02%
243,122
-1,780
471
$4.4M 0.02%
108,124
+4,522
472
$4.37M 0.02%
99,832
+9,677
473
$4.36M 0.02%
135,954
-4,579
474
$4.34M 0.02%
243,849
+135,321
475
$4.33M 0.02%
143,880
+11,200
17 18
19
20 21