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
1176
$338K ﹤0.01%
33,026
-9,965
1177
$338K ﹤0.01%
+10,201
1178
$337K ﹤0.01%
4,726
1179
$336K ﹤0.01%
3,925
+24
1180
$333K ﹤0.01%
358
-2,080
1181
$333K ﹤0.01%
3,707
-346,398
1182
$331K ﹤0.01%
+11,045
1183
$331K ﹤0.01%
20,964
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1184
$330K ﹤0.01%
17,267
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1185
$330K ﹤0.01%
7,440
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1186
$330K ﹤0.01%
5,232
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1187
$327K ﹤0.01%
+4,957
1188
$327K ﹤0.01%
16,317
-448
1189
$326K ﹤0.01%
2,665
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1190
$325K ﹤0.01%
11,083
-1,283
1191
$325K ﹤0.01%
26,102
-85,683
1192
$325K ﹤0.01%
7,773
+1,865
1193
$325K ﹤0.01%
19,362
-895
1194
$324K ﹤0.01%
6,479
-83
1195
$323K ﹤0.01%
6,827
-2,224
1196
$323K ﹤0.01%
12,680
-966
1197
$319K ﹤0.01%
11,117
-355
1198
$314K ﹤0.01%
31,272
-5,700
1199
$313K ﹤0.01%
10,200
1200
$313K ﹤0.01%
9,018
-159