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
601
$2.71M 0.01%
176,265
+26,278
602
$2.71M 0.01%
23,985
-24,921
603
$2.7M 0.01%
47,890
-21,629
604
$2.68M 0.01%
129,178
+8,633
605
$2.66M 0.01%
54,501
-7,441
606
$2.65M 0.01%
126,442
+9,310
607
$2.64M 0.01%
56,291
-75,350
608
$2.62M 0.01%
69,391
-31,462
609
$2.61M 0.01%
139,224
+1,111
610
$2.61M 0.01%
95,368
+48,383
611
$2.61M 0.01%
47,353
-2,480
612
$2.6M 0.01%
+417,800
613
$2.59M 0.01%
20,397
+10,136
614
$2.59M 0.01%
122,417
-181,440
615
$2.58M 0.01%
72,343
-36,295
616
$2.58M 0.01%
56,368
+28,531
617
$2.57M 0.01%
195,437
+22,040
618
$2.57M 0.01%
49,013
+11,179
619
$2.56M 0.01%
34,972
+8,014
620
$2.55M 0.01%
4,079
-1,800
621
$2.54M 0.01%
5,207
+80
622
$2.54M 0.01%
59,967
+10,300
623
$2.54M 0.01%
200,950
+5,812
624
$2.54M 0.01%
241,372
+340
625
$2.53M 0.01%
11,153
-418