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
$21.9B
AUM Growth
-$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,605
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$77.3M
3
+$71.5M
4
CPRT icon
Copart
CPRT
+$51.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47.4M

Top Sells

1
+$74.2M
2
+$72.5M
3
+$64.5M
4
ETSY icon
Etsy
ETSY
+$47.8M
5
XYL icon
Xylem
XYL
+$47.6M

Sector Composition

1 Technology 17.71%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.69%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$699K ﹤0.01%
+133,132
977
$697K ﹤0.01%
20,038
-629
978
$697K ﹤0.01%
30,241
+4,727
979
$690K ﹤0.01%
13,209
+5,875
980
$690K ﹤0.01%
14,328
+662
981
$684K ﹤0.01%
17,614
+1,960
982
$679K ﹤0.01%
9,407
+1,635
983
$678K ﹤0.01%
7,011
+463
984
$677K ﹤0.01%
54,521
+5,522
985
$674K ﹤0.01%
17,739
-12,759
986
$673K ﹤0.01%
9,589
+2,403
987
$671K ﹤0.01%
14,021
+7,871
988
$668K ﹤0.01%
77,848
+17,228
989
$667K ﹤0.01%
28,166
-72
990
$648K ﹤0.01%
+38,778
991
$648K ﹤0.01%
7,452
-95,438
992
$646K ﹤0.01%
20,632
-1,829
993
$645K ﹤0.01%
8,645
+377
994
$643K ﹤0.01%
34,351
+1,117
995
$641K ﹤0.01%
12,365
-3,866
996
$638K ﹤0.01%
11,966
-151
997
$636K ﹤0.01%
19,353
-841
998
$634K ﹤0.01%
+13,239
999
$632K ﹤0.01%
+22,560
1000
$632K ﹤0.01%
12,271
-291
38 39
40
41 42