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
1251
$255K ﹤0.01%
8,966
-11,843
1252
$255K ﹤0.01%
13,425
+55
1253
$254K ﹤0.01%
6,533
+1,156
1254
$253K ﹤0.01%
7,021
+65
1255
$251K ﹤0.01%
23,716
-14,291
1256
$251K ﹤0.01%
2,454
-88
1257
$251K ﹤0.01%
6,263
+523
1258
$250K ﹤0.01%
8,000
1259
$250K ﹤0.01%
4,873
1260
$249K ﹤0.01%
863
-4
1261
$249K ﹤0.01%
12,760
+1,473
1262
$248K ﹤0.01%
18,948
-507
1263
$247K ﹤0.01%
4,520
1264
$247K ﹤0.01%
3,374
1265
$247K ﹤0.01%
4,762
+877
1266
$246K ﹤0.01%
12,738
+2,365
1267
$246K ﹤0.01%
19,643
-164,371
1268
$244K ﹤0.01%
4,458
1269
$244K ﹤0.01%
+3,794
1270
$243K ﹤0.01%
10,920
-1,144
1271
$243K ﹤0.01%
828
-5
1272
$242K ﹤0.01%
13,185
-3,625
1273
$242K ﹤0.01%
9,978
-2,252
1274
$242K ﹤0.01%
18,683
-2,292
1275
$242K ﹤0.01%
4,908
-279
49 50
51
52 53