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
476
$4.33M 0.02%
102,828
-1,224
477
$4.32M 0.02%
27,855
-416
478
$4.31M 0.02%
287,310
-17,796
479
$4.3M 0.02%
228,709
-5,051
480
$4.29M 0.02%
22,613
-10,493
481
$4.24M 0.02%
89,512
+2,528
482
$4.22M 0.02%
46,429
+100
483
$4.2M 0.02%
42,786
+13,731
484
$4.17M 0.02%
107,940
-5,720
485
$4.16M 0.02%
176,877
+409
486
$4.13M 0.02%
59,980
+4,828
487
$4.12M 0.02%
90,400
-12,218
488
$4.11M 0.02%
92,055
-71,829
489
$4.09M 0.02%
30,672
+26,552
490
$4.09M 0.02%
281,254
+197,014
491
$4.06M 0.02%
172,757
+9,724
492
$4.05M 0.02%
223,572
+1,702
493
$4.05M 0.02%
40,830
-1,576
494
$4.04M 0.02%
131,258
+10,881
495
$4.03M 0.02%
293,635
-85,278
496
$4.02M 0.02%
109,301
-70,820
497
$3.99M 0.02%
192,019
-26,072
498
$3.94M 0.02%
8,066
-2,033
499
$3.94M 0.02%
204,331
+9,936
500
$3.91M 0.02%
274,202
-17,851
18 19
20
21 22