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
1001
$631K ﹤0.01%
13,324
+1,745
1002
$630K ﹤0.01%
+29,604
1003
$629K ﹤0.01%
17,599
+8,448
1004
$622K ﹤0.01%
55,894
+4,670
1005
$621K ﹤0.01%
17,283
-64,492
1006
$618K ﹤0.01%
8,159
-1,726
1007
$609K ﹤0.01%
+10,396
1008
$609K ﹤0.01%
5,728
-23
1009
$609K ﹤0.01%
31,313
+945
1010
$606K ﹤0.01%
13,083
-1,146
1011
$605K ﹤0.01%
34,615
-235
1012
$604K ﹤0.01%
13,087
+7,484
1013
$600K ﹤0.01%
9,224
+932
1014
$597K ﹤0.01%
18,867
+12,273
1015
$591K ﹤0.01%
19,142
+2,775
1016
$586K ﹤0.01%
19,930
-380,174
1017
$583K ﹤0.01%
5,081
-9
1018
$578K ﹤0.01%
9,739
+662
1019
$578K ﹤0.01%
2,626
-67
1020
$575K ﹤0.01%
37,527
+2,137
1021
$573K ﹤0.01%
+78,903
1022
$568K ﹤0.01%
+5,512
1023
$567K ﹤0.01%
38,042
1024
$566K ﹤0.01%
+6,199
1025
$566K ﹤0.01%
5,318
+802
39 40
41
42 43