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
1151
$947K ﹤0.01%
20,053
+67
1152
$946K ﹤0.01%
15,531
+210
1153
$945K ﹤0.01%
19,422
-327
1154
$944K ﹤0.01%
6,039
+1,879
1155
$939K ﹤0.01%
+117,234
1156
$936K ﹤0.01%
32,498
+11,335
1157
$933K ﹤0.01%
10,566
+679
1158
$921K ﹤0.01%
64,515
+3,724
1159
$920K ﹤0.01%
+51,537
1160
$919K ﹤0.01%
15,093
+3,765
1161
$910K ﹤0.01%
13,648
+992
1162
$910K ﹤0.01%
+27,210
1163
$906K ﹤0.01%
32,068
-3,497
1164
$903K ﹤0.01%
20,467
+1,116
1165
$902K ﹤0.01%
13,835
-113
1166
$895K ﹤0.01%
32,265
+8,000
1167
$893K ﹤0.01%
61,261
+3,576
1168
$893K ﹤0.01%
22,370
+5,582
1169
$882K ﹤0.01%
10,775
-28
1170
$876K ﹤0.01%
25,509
+819
1171
$875K ﹤0.01%
+8,831
1172
$874K ﹤0.01%
5,768
-681
1173
$871K ﹤0.01%
9,819
+52
1174
$870K ﹤0.01%
16,100
-449
1175
$868K ﹤0.01%
4,643
-683
45 46
47
48 49