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
1126
$393K ﹤0.01%
11,472
-21
1127
$393K ﹤0.01%
5,739
-1,059
1128
$391K ﹤0.01%
61,220
+859
1129
$391K ﹤0.01%
+5,133
1130
$390K ﹤0.01%
3,609
-1,335
1131
$387K ﹤0.01%
9,166
-29,468
1132
$386K ﹤0.01%
7,919
-2,150
1133
$384K ﹤0.01%
30,772
-8,072
1134
$384K ﹤0.01%
25,776
-5,934
1135
$383K ﹤0.01%
12,372
-75
1136
$382K ﹤0.01%
21,132
-1,870
1137
$381K ﹤0.01%
6,452
-715
1138
$380K ﹤0.01%
11,949
-196
1139
$379K ﹤0.01%
448
-88
1140
$376K ﹤0.01%
+19,688
1141
$375K ﹤0.01%
17,715
-6,594
1142
$373K ﹤0.01%
15,638
-2,207
1143
$372K ﹤0.01%
18,585
+1,160
1144
$372K ﹤0.01%
14,680
-1,844
1145
$371K ﹤0.01%
5,098
-1,418
1146
$370K ﹤0.01%
53,504
+18,263
1147
$368K ﹤0.01%
3,989
-386
1148
$367K ﹤0.01%
22,797
+3,602
1149
$366K ﹤0.01%
13,005
+1,104
1150
$364K ﹤0.01%
21,333
-21,826
44 45
46
47 48