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
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