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
1151
$364K ﹤0.01%
96,080
-17,518
1152
$363K ﹤0.01%
24,738
-11,493
1153
$361K ﹤0.01%
+8,875
1154
$360K ﹤0.01%
3,895
+17
1155
$358K ﹤0.01%
24,921
-9,984
1156
$357K ﹤0.01%
9,660
-629
1157
$357K ﹤0.01%
+13,297
1158
$356K ﹤0.01%
17,356
-66,420
1159
$356K ﹤0.01%
5,047
-733
1160
$354K ﹤0.01%
13,277
-3,062
1161
$351K ﹤0.01%
+23,022
1162
$350K ﹤0.01%
5,427
+1,550
1163
$349K ﹤0.01%
3,679
-4,116
1164
$349K ﹤0.01%
36,881
+4,178
1165
$349K ﹤0.01%
6,980
+180
1166
$349K ﹤0.01%
7,552
-3,765
1167
$347K ﹤0.01%
27,137
-65
1168
$347K ﹤0.01%
10,286
+1,654
1169
$346K ﹤0.01%
8,522
-2,472
1170
$345K ﹤0.01%
8,342
1171
$345K ﹤0.01%
21,640
1172
$344K ﹤0.01%
1,755
1173
$343K ﹤0.01%
33,469
+2,013
1174
$340K ﹤0.01%
4,959
+666
1175
$340K ﹤0.01%
15,094
-133,280
45 46
47
48 49