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
951
$1.69M ﹤0.01%
8,459
+6,000
952
$1.69M ﹤0.01%
119,036
-10,575
953
$1.68M ﹤0.01%
+12,057
954
$1.68M ﹤0.01%
16,315
+3,207
955
$1.68M ﹤0.01%
25,418
+864
956
$1.67M ﹤0.01%
20,812
-29,546
957
$1.67M ﹤0.01%
12,873
+6,713
958
$1.66M ﹤0.01%
83,961
-3,087
959
$1.66M ﹤0.01%
51,240
+24,355
960
$1.66M ﹤0.01%
107,770
-180,145
961
$1.65M ﹤0.01%
127,098
-3,225
962
$1.64M ﹤0.01%
38,277
+21,500
963
$1.64M ﹤0.01%
25,695
+1,656
964
$1.62M ﹤0.01%
212,195
+6,870
965
$1.62M ﹤0.01%
50,932
-25,834
966
$1.61M ﹤0.01%
76,953
-843
967
$1.6M ﹤0.01%
35,500
+15,798
968
$1.59M ﹤0.01%
58,520
-775
969
$1.59M ﹤0.01%
49,910
+4,941
970
$1.58M ﹤0.01%
14,315
+11,947
971
$1.58M ﹤0.01%
259,570
-96,029
972
$1.57M ﹤0.01%
63,435
+21,045
973
$1.57M ﹤0.01%
23,616
+894
974
$1.56M ﹤0.01%
14,439
-793
975
$1.56M ﹤0.01%
31,208
-3,714
37 38
39
40 41