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
926
$1.8M 0.01%
55,400
927
$1.8M 0.01%
54,942
-13
928
$1.79M 0.01%
8,461
-890
929
$1.79M 0.01%
19,402
+790
930
$1.79M 0.01%
9,383
-666
931
$1.78M 0.01%
102,847
+2,147
932
$1.78M 0.01%
29,225
-53
933
$1.78M 0.01%
39,328
+3,709
934
$1.78M 0.01%
125,932
+9,804
935
$1.77M 0.01%
9,184
-14,282
936
$1.75M ﹤0.01%
7,256
-1,024
937
$1.75M ﹤0.01%
10,244
+631
938
$1.75M ﹤0.01%
716
+653
939
$1.74M ﹤0.01%
65,470
+13,493
940
$1.74M ﹤0.01%
5,343
-392
941
$1.73M ﹤0.01%
16,067
+1,070
942
$1.73M ﹤0.01%
82,475
+30,187
943
$1.73M ﹤0.01%
15,879
-6,278
944
$1.72M ﹤0.01%
19,384
-71
945
$1.72M ﹤0.01%
17,461
-9,295
946
$1.72M ﹤0.01%
18,361
+516
947
$1.72M ﹤0.01%
11,297
+9,283
948
$1.72M ﹤0.01%
101,669
+3,614
949
$1.69M ﹤0.01%
61,979
-157,495
950
$1.69M ﹤0.01%
31,335
+4,918
36 37
38
39 40