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
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$45.4M
2 +$38.6M
3 +$31.7M
4
FISV
Fiserv Inc
FISV
+$31.3M
5
ETSY icon
Etsy
ETSY
+$30.8M

Top Sells

1 +$64.1M
2 +$44.3M
3 +$39.4M
4
BURL icon
Burlington
BURL
+$38.2M
5
CABO icon
Cable One
CABO
+$36.6M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$2.05M 0.01%
8,836
+205
877
$2.05M 0.01%
29,967
-212
878
$2.05M 0.01%
20,856
-756
879
$2.04M 0.01%
80,382
+788
880
$2.01M 0.01%
10,521
+2,446
881
$2.01M 0.01%
+43,954
882
$2M 0.01%
14,322
883
$2M 0.01%
76,948
+20,286
884
$2M 0.01%
53,996
+18,821
885
$2M 0.01%
83,336
+3,249
886
$1.99M 0.01%
12,141
+2,442
887
$1.98M 0.01%
73,484
+7,286
888
$1.98M 0.01%
8,610
+1,686
889
$1.98M 0.01%
28,809
-20,522
890
$1.97M 0.01%
73,728
-855
891
$1.97M 0.01%
30,079
-20,523
892
$1.96M 0.01%
61,893
+8,627
893
$1.96M 0.01%
204,795
+9,490
894
$1.95M 0.01%
6,604
-1,611
895
$1.94M 0.01%
27,927
+22,465
896
$1.94M 0.01%
27,998
+3,311
897
$1.94M 0.01%
67,132
-175
898
$1.93M 0.01%
27,437
+11,079
899
$1.93M 0.01%
148,125
+3,709
900
$1.92M 0.01%
142,747
-50,224