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
551
$3.16M 0.01%
12,136
-471
552
$3.15M 0.01%
35,039
-6,942
553
$3.15M 0.01%
233,322
-230,845
554
$3.11M 0.01%
83,029
-1,141
555
$3.11M 0.01%
41,697
+1,872
556
$3.09M 0.01%
41,287
-68,173
557
$3.09M 0.01%
29,162
-9,649
558
$3.08M 0.01%
265,435
+22,791
559
$3.08M 0.01%
182,255
+129,415
560
$3.08M 0.01%
37,131
-55,297
561
$3.06M 0.01%
222,133
+14,626
562
$3.05M 0.01%
356,842
+269,210
563
$3.03M 0.01%
316,780
+5,535
564
$3.02M 0.01%
344,723
-19,050
565
$3.01M 0.01%
22,245
+54
566
$3M 0.01%
48,238
+4,304
567
$3M 0.01%
+484,663
568
$3M 0.01%
37,278
+1,915
569
$2.99M 0.01%
60,327
-17,379
570
$2.99M 0.01%
41,965
+28,191
571
$2.95M 0.01%
76,602
+4,367
572
$2.95M 0.01%
+123,052
573
$2.94M 0.01%
93,752
+90
574
$2.92M 0.01%
387,176
+15,916
575
$2.88M 0.01%
51,103
-36,989
21 22
23
24 25