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
901
$1.92M 0.01%
28,799
+4,655
902
$1.91M 0.01%
152,541
+3,830
903
$1.91M 0.01%
25,653
+7,721
904
$1.91M 0.01%
70,550
-5,950
905
$1.9M 0.01%
128,065
-77,822
906
$1.89M 0.01%
29,853
-4,793
907
$1.88M 0.01%
+25,121
908
$1.88M 0.01%
+377,288
909
$1.88M 0.01%
25,606
+548
910
$1.86M 0.01%
26,948
+269
911
$1.86M 0.01%
25,222
-1,343
912
$1.86M 0.01%
158,414
+4,557
913
$1.86M 0.01%
107,922
-13,269
914
$1.85M 0.01%
21,136
-5,253
915
$1.85M 0.01%
6,202
+236
916
$1.85M 0.01%
22,057
-760
917
$1.85M 0.01%
27,064
-14,398
918
$1.85M 0.01%
7,430
-7,355
919
$1.84M 0.01%
33,300
+15,308
920
$1.83M 0.01%
24,012
-3,495
921
$1.82M 0.01%
4,542
+140
922
$1.82M 0.01%
13,641
+6,524
923
$1.82M 0.01%
85,458
+4,694
924
$1.8M 0.01%
30,260
-2,905
925
$1.8M 0.01%
57,725
-1,388
35 36
37
38 39