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
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
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1266
$246K ﹤0.01%
12,738
+2,365
1267
$246K ﹤0.01%
19,643
-164,371
1268
$244K ﹤0.01%
+3,794
1269
$244K ﹤0.01%
4,458
1270
$243K ﹤0.01%
10,920
-1,144
1271
$243K ﹤0.01%
828
-5
1272
$242K ﹤0.01%
9,592
-1,073
1273
$242K ﹤0.01%
13,185
-3,625
1274
$242K ﹤0.01%
9,978
-2,252
1275
$242K ﹤0.01%
18,683
-2,292