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
101
$54.3M 0.25%
915,135
-56,003
102
$54.2M 0.25%
365,878
+30,514
103
$53.9M 0.25%
1,947,254
+664,651
104
$53.3M 0.24%
160,443
+40,846
105
$53.1M 0.24%
384,468
-14,750
106
$52.6M 0.24%
332,092
-31,426
107
$52.5M 0.24%
176,886
-118,112
108
$51.2M 0.23%
820,966
+44,938
109
$51.1M 0.23%
308,476
-16,324
110
$50.9M 0.23%
619,249
+123,481
111
$50.9M 0.23%
1,240,053
+199,893
112
$50.8M 0.23%
2,144,330
+484,080
113
$49.8M 0.23%
525,140
-178,717
114
$49.8M 0.23%
571,807
-35,530
115
$49M 0.22%
340,104
-18,016
116
$48.6M 0.22%
311,977
+1,500
117
$48.5M 0.22%
269,289
+96,280
118
$48.4M 0.22%
593,856
-32,295
119
$47.9M 0.22%
1,106,080
-60,316
120
$47.7M 0.22%
978,985
-56,444
121
$47.6M 0.22%
1,075,818
-50,818
122
$47.2M 0.22%
1,158,125
-11,680
123
$47.2M 0.22%
327,171
-81,527
124
$47.1M 0.21%
1,189,338
+432,364
125
$46.3M 0.21%
296,266
-29,108
3 4
5
6 7