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
1051
$519K ﹤0.01%
10,668
+970
1052
$518K ﹤0.01%
+27,400
1053
$517K ﹤0.01%
9,288
+805
1054
$517K ﹤0.01%
29,774
-385
1055
$515K ﹤0.01%
19,795
-741
1056
$512K ﹤0.01%
5,084
-1,451
1057
$512K ﹤0.01%
17,994
-402
1058
$511K ﹤0.01%
11,219
-9,383
1059
$510K ﹤0.01%
+30,557
1060
$510K ﹤0.01%
16,212
+1,357
1061
$507K ﹤0.01%
7,100
-5,131
1062
$505K ﹤0.01%
22,653
-16,615
1063
$505K ﹤0.01%
9,544
-6,016
1064
$505K ﹤0.01%
18,195
+826
1065
$504K ﹤0.01%
21,163
+1,249
1066
$501K ﹤0.01%
7,812
-3,994
1067
$500K ﹤0.01%
11,873
-945
1068
$498K ﹤0.01%
5,095
+546
1069
$496K ﹤0.01%
4,300
+103
1070
$487K ﹤0.01%
4,817
-16
1071
$486K ﹤0.01%
3,220
+227
1072
$485K ﹤0.01%
35,404
+10,724
1073
$483K ﹤0.01%
5,178
-1,512
1074
$482K ﹤0.01%
3,449
+164
1075
$481K ﹤0.01%
22,245
+287