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
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$45.4M
2 +$38.6M
3 +$31.7M
4
FISV
Fiserv Inc
FISV
+$31.3M
5
ETSY icon
Etsy
ETSY
+$30.8M

Top Sells

1 +$64.1M
2 +$44.3M
3 +$39.4M
4
BURL icon
Burlington
BURL
+$38.2M
5
CABO icon
Cable One
CABO
+$36.6M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$661K ﹤0.01%
40,959
-775
1277
$659K ﹤0.01%
+40,896
1278
$658K ﹤0.01%
14,359
+6,992
1279
$657K ﹤0.01%
+30,500
1280
$655K ﹤0.01%
20,645
-2,695
1281
$654K ﹤0.01%
+9,300
1282
$652K ﹤0.01%
94,489
+32,835
1283
$652K ﹤0.01%
3,115
+695
1284
$644K ﹤0.01%
3,905
1285
$644K ﹤0.01%
13,355
-454
1286
$643K ﹤0.01%
+24,046
1287
$642K ﹤0.01%
+8,680
1288
$640K ﹤0.01%
3,887
-680
1289
$640K ﹤0.01%
13,766
-4,259
1290
$636K ﹤0.01%
+34,913
1291
$632K ﹤0.01%
12,894
-1
1292
$627K ﹤0.01%
23,398
-16,195
1293
$625K ﹤0.01%
29,158
-434
1294
$623K ﹤0.01%
9,168
-1,193
1295
$623K ﹤0.01%
10,255
-234
1296
$620K ﹤0.01%
+3,455
1297
$620K ﹤0.01%
41,751
+1,785
1298
$619K ﹤0.01%
+29,499
1299
$618K ﹤0.01%
+7,532
1300
$618K ﹤0.01%
2,226
+727