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
526
$3.42M 0.02%
48,350
-325
527
$3.41M 0.02%
78,296
-2,058
528
$3.37M 0.02%
104,793
-25,730
529
$3.37M 0.02%
30,341
-5,142
530
$3.36M 0.02%
178,472
-3,074
531
$3.36M 0.02%
93,268
+7,745
532
$3.34M 0.02%
71,006
-1,274
533
$3.33M 0.02%
120,968
-122,198
534
$3.33M 0.02%
138,168
-1,004
535
$3.33M 0.02%
197,332
+5,366
536
$3.3M 0.02%
29,734
+3,064
537
$3.29M 0.02%
22,522
-16,384
538
$3.29M 0.02%
60,770
+6,251
539
$3.27M 0.01%
219,892
-3,039
540
$3.27M 0.01%
87,574
-1,345
541
$3.25M 0.01%
311,122
-2,511
542
$3.23M 0.01%
204,852
-6,581
543
$3.22M 0.01%
80,932
-236,591
544
$3.22M 0.01%
114,374
-848
545
$3.21M 0.01%
+85,382
546
$3.2M 0.01%
316,202
-4,242
547
$3.19M 0.01%
207,771
-13,350
548
$3.19M 0.01%
67,761
+2,898
549
$3.19M 0.01%
68,898
+6,401
550
$3.17M 0.01%
84,366
+4,500