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
1051
$1.22M ﹤0.01%
47,090
-8,781
1052
$1.21M ﹤0.01%
+26,507
1053
$1.21M ﹤0.01%
34,515
-38,205
1054
$1.21M ﹤0.01%
59,904
-3,572
1055
$1.21M ﹤0.01%
13,278
+2,347
1056
$1.21M ﹤0.01%
154,801
+6,687
1057
$1.21M ﹤0.01%
154,633
+870
1058
$1.21M ﹤0.01%
9,508
+1,959
1059
$1.21M ﹤0.01%
21,713
+581
1060
$1.2M ﹤0.01%
12,736
+3,192
1061
$1.2M ﹤0.01%
+18,853
1062
$1.2M ﹤0.01%
61,887
+401
1063
$1.2M ﹤0.01%
51,378
-47,885
1064
$1.19M ﹤0.01%
16,982
+190
1065
$1.19M ﹤0.01%
+37,927
1066
$1.18M ﹤0.01%
5,691
+2,092
1067
$1.18M ﹤0.01%
6,986
+4,276
1068
$1.18M ﹤0.01%
27,157
-2,776
1069
$1.18M ﹤0.01%
20,364
+565
1070
$1.17M ﹤0.01%
9,620
-4,638
1071
$1.17M ﹤0.01%
58,529
-50
1072
$1.17M ﹤0.01%
+133,285
1073
$1.16M ﹤0.01%
47,010
-7,788
1074
$1.16M ﹤0.01%
72,467
+4,569
1075
$1.16M ﹤0.01%
23,068
-3,674
41 42
43
44 45