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
1101
$436K ﹤0.01%
6,930
+520
1102
$435K ﹤0.01%
6,531
1103
$434K ﹤0.01%
9,596
-18,435
1104
$434K ﹤0.01%
+36,782
1105
$432K ﹤0.01%
+12,232
1106
$431K ﹤0.01%
14,685
-1
1107
$431K ﹤0.01%
11,214
-979,269
1108
$429K ﹤0.01%
60,882
+3,791
1109
$425K ﹤0.01%
8,854
-387
1110
$422K ﹤0.01%
67,471
-2,472
1111
$421K ﹤0.01%
34,585
+4,568
1112
$418K ﹤0.01%
+15,750
1113
$414K ﹤0.01%
16,775
-838
1114
$412K ﹤0.01%
23,959
-1,689
1115
$412K ﹤0.01%
12,123
+967
1116
$412K ﹤0.01%
3,943
+733
1117
$410K ﹤0.01%
+7,379
1118
$410K ﹤0.01%
15,268
+688
1119
$410K ﹤0.01%
7,709
-386
1120
$408K ﹤0.01%
32,494
-85,227
1121
$406K ﹤0.01%
8,940
-2,597
1122
$403K ﹤0.01%
53,864
+198
1123
$401K ﹤0.01%
5,371
+395
1124
$395K ﹤0.01%
15,930
-1,728
1125
$394K ﹤0.01%
19,724
-3,500
43 44
45
46 47