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
851
$1.14M 0.01%
53,851
+469
852
$1.14M 0.01%
109,702
+17,364
853
$1.13M 0.01%
103,800
854
$1.13M 0.01%
+40,118
855
$1.12M 0.01%
18,052
+2,580
856
$1.12M 0.01%
146,598
+110,488
857
$1.12M 0.01%
6,091
+1,756
858
$1.12M 0.01%
35,128
-12,457
859
$1.1M 0.01%
91,310
-963
860
$1.1M 0.01%
35,990
+4,604
861
$1.1M 0.01%
80,113
+2,111
862
$1.1M 0.01%
+28,244
863
$1.09M 0.01%
7,582
-514
864
$1.09M 0.01%
14,309
-3,331
865
$1.08M 0.01%
+20,604
866
$1.08M ﹤0.01%
22,599
+1,122
867
$1.08M ﹤0.01%
25,761
+5,912
868
$1.08M ﹤0.01%
48,725
-13,503
869
$1.08M ﹤0.01%
22,026
-1,915
870
$1.07M ﹤0.01%
19,540
+8,484
871
$1.07M ﹤0.01%
18,147
-252,369
872
$1.07M ﹤0.01%
134,000
+54,386
873
$1.07M ﹤0.01%
31,740
-2,996
874
$1.05M ﹤0.01%
20,890
-1,475
875
$1.05M ﹤0.01%
55,400
33 34
35
36 37