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
651
$2.26M 0.01%
54,040
+2,942
652
$2.24M 0.01%
38,103
+103
653
$2.23M 0.01%
35,329
+7,771
654
$2.21M 0.01%
385,529
-5,431
655
$2.21M 0.01%
93,319
-567,843
656
$2.2M 0.01%
40,397
+2,360
657
$2.2M 0.01%
100,913
-48,151
658
$2.2M 0.01%
232,658
+15,325
659
$2.2M 0.01%
202,950
-12,673
660
$2.19M 0.01%
21,343
+1,548
661
$2.18M 0.01%
23,810
-5,459
662
$2.18M 0.01%
61,658
-4,213
663
$2.18M 0.01%
115,960
+65,063
664
$2.18M 0.01%
29,007
-7,844
665
$2.16M 0.01%
158,992
+43,174
666
$2.15M 0.01%
79,374
+16,472
667
$2.15M 0.01%
63,439
-105,070
668
$2.13M 0.01%
7,362
-628
669
$2.12M 0.01%
89,072
-1,297
670
$2.12M 0.01%
150,812
-22,410
671
$2.12M 0.01%
78,630
+8,968
672
$2.11M 0.01%
19,402
+3,558
673
$2.11M 0.01%
316,315
+11,157
674
$2.1M 0.01%
39,571
+13,008
675
$2.1M 0.01%
45,574
+25,540
25 26
27
28 29