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
26
$155M 0.71%
960,023
-211,915
27
$149M 0.68%
2,035,708
-52,536
28
$148M 0.68%
575,742
+2,545
29
$147M 0.67%
1,867,415
-41,559
30
$147M 0.67%
2,710,505
-63,589
31
$141M 0.64%
493,607
+17,744
32
$141M 0.64%
2,940,757
+85,300
33
$124M 0.57%
3,699,404
-477,412
34
$119M 0.55%
994,158
-33,541
35
$119M 0.54%
2,123,757
-152,480
36
$116M 0.53%
949,099
+153
37
$115M 0.52%
443,783
+56
38
$114M 0.52%
1,808,748
+61,611
39
$113M 0.52%
1,273,619
+286,189
40
$111M 0.51%
2,225,484
+295,223
41
$110M 0.5%
1,676,868
-106,192
42
$106M 0.48%
1,458,852
-653,177
43
$100M 0.46%
1,723,740
-103,260
44
$98.7M 0.45%
4,647,047
+229,094
45
$97.7M 0.45%
853,508
+78
46
$97.4M 0.44%
4,424,474
-59,983
47
$95.9M 0.44%
396,889
-93,063
48
$95.7M 0.44%
1,007,126
-352,434
49
$93.9M 0.43%
3,271,807
+359,452
50
$92.7M 0.42%
1,734,717
+381,967
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