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
1276
$242K ﹤0.01%
9,592
-1,073
1277
$241K ﹤0.01%
6,582
-1,118
1278
$240K ﹤0.01%
23,259
-223,125
1279
$240K ﹤0.01%
3,887
+555
1280
$240K ﹤0.01%
20,443
-12,087
1281
$240K ﹤0.01%
6,062
+1,125
1282
$239K ﹤0.01%
6,022
-584
1283
$239K ﹤0.01%
6,955
+1,299
1284
$239K ﹤0.01%
7,229
-44
1285
$238K ﹤0.01%
6,511
-950
1286
$237K ﹤0.01%
5,700
1287
$236K ﹤0.01%
3,696
+42
1288
$236K ﹤0.01%
8,978
-300
1289
$236K ﹤0.01%
11,299
+464
1290
$235K ﹤0.01%
4,000
1291
$235K ﹤0.01%
9,498
1292
$234K ﹤0.01%
5,555
+30
1293
$233K ﹤0.01%
3,254
-778
1294
$233K ﹤0.01%
2,788
-110
1295
$233K ﹤0.01%
1,789
-2,327
1296
$231K ﹤0.01%
16,018
-6,841
1297
$231K ﹤0.01%
1,843
-624
1298
$231K ﹤0.01%
6,525
-850
1299
$230K ﹤0.01%
6,738
-525
1300
$229K ﹤0.01%
44,437
-45,691
50 51
52
53 54