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
776
$1.48M 0.01%
112,948
+3,875
777
$1.46M 0.01%
5,511
+171
778
$1.46M 0.01%
56,657
+1,852
779
$1.46M 0.01%
8,823
-1,452
780
$1.46M 0.01%
44,334
+20,100
781
$1.45M 0.01%
148,021
+22,544
782
$1.45M 0.01%
26,085
+4,692
783
$1.45M 0.01%
48,030
+15,936
784
$1.44M 0.01%
21,934
-211,856
785
$1.44M 0.01%
18,621
-4,500
786
$1.44M 0.01%
13,222
-55,922
787
$1.44M 0.01%
42,880
-16,166
788
$1.43M 0.01%
18,294
-2,188
789
$1.43M 0.01%
28,153
-78,961
790
$1.43M 0.01%
29,420
-27,614
791
$1.42M 0.01%
316,136
+25,996
792
$1.42M 0.01%
33,420
+2,943
793
$1.42M 0.01%
9,533
-2,887
794
$1.42M 0.01%
29,078
+91
795
$1.42M 0.01%
19,795
-897
796
$1.41M 0.01%
155,641
+28,712
797
$1.41M 0.01%
34,771
-273
798
$1.41M 0.01%
8,020
-1,991
799
$1.4M 0.01%
16,743
+12,609
800
$1.4M 0.01%
84,338
-3,819
30 31
32
33 34