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
876
$1.05M ﹤0.01%
78,940
877
$1.04M ﹤0.01%
7,184
-483
878
$1.04M ﹤0.01%
11,280
+4,315
879
$1.03M ﹤0.01%
47,114
-37,258
880
$1.03M ﹤0.01%
212,756
-6,779
881
$1.03M ﹤0.01%
5,180
-1,265
882
$1.02M ﹤0.01%
100,009
+3,230
883
$1.02M ﹤0.01%
23,670
+594
884
$1.02M ﹤0.01%
35,777
+7,380
885
$1.02M ﹤0.01%
14,226
-216
886
$1.01M ﹤0.01%
18,370
-431
887
$1.01M ﹤0.01%
26,252
-486
888
$1.01M ﹤0.01%
+75,411
889
$1.01M ﹤0.01%
148,282
+13,356
890
$1M ﹤0.01%
+9,605
891
$1M ﹤0.01%
33,842
+214
892
$998K ﹤0.01%
90,355
-6,490
893
$989K ﹤0.01%
82,500
-7,528
894
$982K ﹤0.01%
84,797
-31,120
895
$971K ﹤0.01%
141,738
-20,000
896
$968K ﹤0.01%
151,781
-9,005
897
$966K ﹤0.01%
19,892
-1,515
898
$965K ﹤0.01%
+48,257
899
$965K ﹤0.01%
46,714
-619
900
$947K ﹤0.01%
20,387
-1,078
34 35
36
37 38