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
826
$1.25M 0.01%
175,088
-3,925
827
$1.24M 0.01%
9,475
-265
828
$1.24M 0.01%
98,062
+10,380
829
$1.23M 0.01%
65,593
-3,819
830
$1.23M 0.01%
8,907
+2,832
831
$1.23M 0.01%
15,180
-1,728
832
$1.23M 0.01%
164,664
-3,870
833
$1.23M 0.01%
40,290
-7,134
834
$1.22M 0.01%
232,698
+151,563
835
$1.22M 0.01%
43,588
+8,507
836
$1.21M 0.01%
+27,401
837
$1.21M 0.01%
+29,697
838
$1.21M 0.01%
21,963
-141
839
$1.21M 0.01%
91,532
-86,123
840
$1.2M 0.01%
17,252
-7,313
841
$1.19M 0.01%
128,082
+81,257
842
$1.18M 0.01%
22,980
-2,076
843
$1.17M 0.01%
64,464
+50,919
844
$1.17M 0.01%
55,766
-2,175
845
$1.17M 0.01%
90,904
+72,860
846
$1.17M 0.01%
80,745
+3,785
847
$1.16M 0.01%
66,030
+25,865
848
$1.16M 0.01%
20,855
+6,684
849
$1.15M 0.01%
17,600
+1,017
850
$1.14M 0.01%
11,103
-116