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
626
$2.53M 0.01%
149,672
+1,421
627
$2.51M 0.01%
101,533
-24,220
628
$2.51M 0.01%
35,939
+27,937
629
$2.5M 0.01%
190,830
-68,580
630
$2.5M 0.01%
61,131
-6,688
631
$2.49M 0.01%
34,583
+445
632
$2.49M 0.01%
+60,919
633
$2.49M 0.01%
54,727
+3,371
634
$2.46M 0.01%
38,972
-5,153
635
$2.45M 0.01%
49,886
-7,361
636
$2.44M 0.01%
28,071
-625
637
$2.43M 0.01%
24,191
+1,340
638
$2.4M 0.01%
28,475
-14,516
639
$2.37M 0.01%
82,887
-146,014
640
$2.36M 0.01%
45,001
+3,312
641
$2.35M 0.01%
21,292
+19,293
642
$2.34M 0.01%
48,953
+24,516
643
$2.33M 0.01%
+90,090
644
$2.32M 0.01%
48,334
+41,118
645
$2.31M 0.01%
247,932
+17,342
646
$2.29M 0.01%
30,748
+50
647
$2.28M 0.01%
101,585
-11,374
648
$2.28M 0.01%
52,624
-23,588
649
$2.27M 0.01%
173,821
+2,406
650
$2.26M 0.01%
87,438
-13,111
24 25
26
27 28