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
751
$1.62M 0.01%
15,926
+187
752
$1.61M 0.01%
13,602
+12,176
753
$1.61M 0.01%
67,653
+1,241
754
$1.6M 0.01%
42,501
+35,605
755
$1.59M 0.01%
56,424
-17,281
756
$1.58M 0.01%
58,103
+42,977
757
$1.58M 0.01%
14,349
+3,937
758
$1.58M 0.01%
32,728
+18,510
759
$1.57M 0.01%
31,288
-3,567
760
$1.57M 0.01%
36,438
+12,207
761
$1.56M 0.01%
59,972
-128,723
762
$1.56M 0.01%
186,628
+14,542
763
$1.55M 0.01%
60,223
-363
764
$1.55M 0.01%
105,612
-15,137
765
$1.55M 0.01%
31,826
-34,163
766
$1.54M 0.01%
25,484
-8,411
767
$1.53M 0.01%
43,113
-14,260
768
$1.52M 0.01%
31,421
-309
769
$1.52M 0.01%
153,417
+12,892
770
$1.51M 0.01%
84,696
+18,524
771
$1.51M 0.01%
75,865
-1,972
772
$1.5M 0.01%
69,221
-7,089
773
$1.5M 0.01%
57,019
-6,286
774
$1.5M 0.01%
51,772
-5,270
775
$1.48M 0.01%
25,447
+19,832
29 30
31
32 33