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
51
$90.7M 0.41%
1,358,733
+88,488
52
$86.3M 0.39%
965,894
+139,500
53
$83.5M 0.38%
504,709
+77,713
54
$82.5M 0.38%
496,588
+149,266
55
$80.8M 0.37%
700,570
+9,673
56
$79.1M 0.36%
1,440,666
+58,126
57
$77.7M 0.35%
384,586
-29,647
58
$76M 0.35%
665,756
+16,702
59
$74.6M 0.34%
943,652
+79,447
60
$73.1M 0.33%
1,357,758
+69,231
61
$71.5M 0.33%
1,062,336
+195,780
62
$71.3M 0.33%
43,394
-11,862
63
$70.9M 0.32%
284,162
+12,918
64
$69.6M 0.32%
1,838,841
-36,072
65
$68.6M 0.31%
532,450
-28,805
66
$68M 0.31%
588,705
+85,822
67
$66.1M 0.3%
335,706
-16,269
68
$66M 0.3%
150,049
-10,105
69
$65.5M 0.3%
868,536
+29,798
70
$64.5M 0.29%
690,178
-42,547
71
$64.3M 0.29%
212,369
-10,533
72
$64.1M 0.29%
459,991
-133,091
73
$63.9M 0.29%
687,042
+61,786
74
$63.2M 0.29%
340,198
-28,309
75
$62.9M 0.29%
1,128,344
+67,240
1 2
3
4 5