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
901
$946K ﹤0.01%
34,574
-5,932
902
$939K ﹤0.01%
30,259
+79
903
$937K ﹤0.01%
35,449
-1,178
904
$931K ﹤0.01%
14,192
-4,627
905
$931K ﹤0.01%
+36,000
906
$930K ﹤0.01%
177,548
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907
$929K ﹤0.01%
90,129
-47,054
908
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18,113
-2,311
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36,159
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$919K ﹤0.01%
27,012
-936
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3,683
-173
912
$911K ﹤0.01%
23,569
-9,413
913
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40,191
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14,469
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$903K ﹤0.01%
110,460
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916
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24,950
-1,018
917
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70,826
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918
$894K ﹤0.01%
74,898
-4,522
919
$891K ﹤0.01%
6,366
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$888K ﹤0.01%
60,912
-82,499
921
$885K ﹤0.01%
7,015
-598
922
$878K ﹤0.01%
73,810
-175,066
923
$877K ﹤0.01%
17,792
+4,564
924
$874K ﹤0.01%
4,131
+293
925
$867K ﹤0.01%
10,796
-5,981