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
1201
$309K ﹤0.01%
3,608
-398
1202
$308K ﹤0.01%
5,419
-56
1203
$307K ﹤0.01%
+25,409
1204
$307K ﹤0.01%
11,122
-36
1205
$306K ﹤0.01%
9,947
-3,769
1206
$305K ﹤0.01%
+14,847
1207
$305K ﹤0.01%
13,007
-2,001
1208
$305K ﹤0.01%
10,299
+1,915
1209
$305K ﹤0.01%
9,471
-26,418
1210
$301K ﹤0.01%
7,095
-563
1211
$298K ﹤0.01%
5,702
-122
1212
$296K ﹤0.01%
2,675
+55
1213
$295K ﹤0.01%
32,167
+8,300
1214
$294K ﹤0.01%
955
+142
1215
$292K ﹤0.01%
6,974
-2,010
1216
$292K ﹤0.01%
5,799
+532
1217
$291K ﹤0.01%
19,655
-284,484
1218
$291K ﹤0.01%
6,080
-88
1219
$289K ﹤0.01%
10,768
+3,570
1220
$287K ﹤0.01%
52,981
-45,274
1221
$286K ﹤0.01%
6,545
+600
1222
$285K ﹤0.01%
3,048
-1,631
1223
$285K ﹤0.01%
2,853
-4,687
1224
$280K ﹤0.01%
17,061
+4,582
1225
$279K ﹤0.01%
4,350
-2,450