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
501
$3.89M 0.02%
157,765
-14,696
502
$3.88M 0.02%
243,900
+25,573
503
$3.87M 0.02%
38,766
+3,653
504
$3.87M 0.02%
128,606
-423,598
505
$3.84M 0.02%
67,063
+41,102
506
$3.82M 0.02%
144,881
-53,381
507
$3.78M 0.02%
239,581
-20,749
508
$3.75M 0.02%
92,116
-1,754
509
$3.74M 0.02%
32,640
+2,204
510
$3.74M 0.02%
104,204
-74,528
511
$3.74M 0.02%
89,730
-58,470
512
$3.73M 0.02%
35,162
-8,636
513
$3.72M 0.02%
211,535
-135,164
514
$3.69M 0.02%
24,581
-16,129
515
$3.65M 0.02%
70,950
-24,936
516
$3.64M 0.02%
61,263
-119,701
517
$3.58M 0.02%
260,611
+16,987
518
$3.58M 0.02%
161,353
-1,654
519
$3.53M 0.02%
203,693
520
$3.52M 0.02%
188,871
-181,466
521
$3.52M 0.02%
326,058
-13,050
522
$3.51M 0.02%
49,372
+25,609
523
$3.5M 0.02%
121,122
-55,253
524
$3.5M 0.02%
75,249
-66,902
525
$3.45M 0.02%
30,910
+803
19 20
21
22 23