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
1226
$279K ﹤0.01%
8,434
-283
1227
$277K ﹤0.01%
6,454
+1,200
1228
$277K ﹤0.01%
+10,322
1229
$277K ﹤0.01%
34,365
-4,427
1230
$276K ﹤0.01%
9,506
-15,402
1231
$276K ﹤0.01%
27,396
+7,812
1232
$274K ﹤0.01%
1,366
-54
1233
$273K ﹤0.01%
6,980
1234
$270K ﹤0.01%
8,246
+2,278
1235
$268K ﹤0.01%
53,512
+258
1236
$268K ﹤0.01%
8,930
+3,121
1237
$267K ﹤0.01%
4,853
+490
1238
$267K ﹤0.01%
6,570
+1,147
1239
$266K ﹤0.01%
800
1240
$264K ﹤0.01%
+9,276
1241
$264K ﹤0.01%
21,819
-4
1242
$263K ﹤0.01%
5,559
+145
1243
$262K ﹤0.01%
7,870
-2,540
1244
$262K ﹤0.01%
14,465
-2,871
1245
$262K ﹤0.01%
3,891
+1,345
1246
$261K ﹤0.01%
9,742
-115,460
1247
$256K ﹤0.01%
+4,954
1248
$256K ﹤0.01%
+33,464
1249
$256K ﹤0.01%
19,587
-947
1250
$256K ﹤0.01%
6,541
-4,074
48 49
50
51 52