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
726
$1.72M 0.01%
136,064
-3,253,040
727
$1.72M 0.01%
229,994
+2,372
728
$1.71M 0.01%
20,298
-660
729
$1.7M 0.01%
105,903
+18,031
730
$1.7M 0.01%
178,854
-12,270
731
$1.7M 0.01%
+14,010
732
$1.7M 0.01%
22,603
+952
733
$1.69M 0.01%
43,222
+3,321
734
$1.69M 0.01%
226,835
-6,027
735
$1.69M 0.01%
92,004
+51
736
$1.68M 0.01%
+114,000
737
$1.68M 0.01%
75,932
-8,056
738
$1.67M 0.01%
86,420
+2,480
739
$1.66M 0.01%
190,412
-1,606
740
$1.66M 0.01%
+38,591
741
$1.65M 0.01%
5,098
+1,754
742
$1.65M 0.01%
187,020
+168,010
743
$1.65M 0.01%
140,832
-6,906
744
$1.65M 0.01%
35,837
+88
745
$1.64M 0.01%
83,224
+1,369
746
$1.64M 0.01%
26,632
-481
747
$1.64M 0.01%
105,700
+1,000
748
$1.63M 0.01%
71,924
+11,299
749
$1.63M 0.01%
158,744
-4,806
750
$1.62M 0.01%
125,672
-8,608
28 29
30
31 32