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
926
$865K ﹤0.01%
15,870
-957
927
$858K ﹤0.01%
86,192
+49,864
928
$855K ﹤0.01%
27,500
-131
929
$844K ﹤0.01%
37,711
+335
930
$844K ﹤0.01%
18,792
-11,112
931
$838K ﹤0.01%
13,573
-701
932
$838K ﹤0.01%
80,758
+2,328
933
$837K ﹤0.01%
2,612
-651
934
$830K ﹤0.01%
10,053
-130
935
$823K ﹤0.01%
14,471
-465
936
$816K ﹤0.01%
166,575
-13,719
937
$813K ﹤0.01%
5,796
+1,497
938
$811K ﹤0.01%
17,978
-1,708
939
$798K ﹤0.01%
140,803
-40,665
940
$784K ﹤0.01%
25,783
-9,366
941
$781K ﹤0.01%
5,300
-507
942
$779K ﹤0.01%
46,335
+24,127
943
$775K ﹤0.01%
37,806
-138
944
$769K ﹤0.01%
17,510
-875
945
$760K ﹤0.01%
45,607
+301
946
$760K ﹤0.01%
9,718
-258
947
$759K ﹤0.01%
5,988
-45
948
$758K ﹤0.01%
15,011
-122
949
$758K ﹤0.01%
13,418
+2,774
950
$751K ﹤0.01%
+122,297
36 37
38
39 40