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
1301
$229K ﹤0.01%
4,200
-400
1302
$229K ﹤0.01%
1,536
+22
1303
$229K ﹤0.01%
6,348
+450
1304
$227K ﹤0.01%
1,487
-17
1305
$226K ﹤0.01%
15,973
-2,173
1306
$225K ﹤0.01%
8,983
-68,790
1307
$225K ﹤0.01%
+8,270
1308
$224K ﹤0.01%
17,996
+865
1309
$222K ﹤0.01%
34,897
-600
1310
$221K ﹤0.01%
3,874
-51
1311
$221K ﹤0.01%
3,003
-103
1312
$220K ﹤0.01%
9,045
-4,548
1313
$219K ﹤0.01%
6,620
-290
1314
$215K ﹤0.01%
19,126
-125,361
1315
$215K ﹤0.01%
1,139
+133
1316
$214K ﹤0.01%
+8,400
1317
$214K ﹤0.01%
+13,020
1318
$214K ﹤0.01%
+18,019
1319
$214K ﹤0.01%
3,843
+125
1320
$213K ﹤0.01%
3,974
-866
1321
$212K ﹤0.01%
3,554
-1
1322
$212K ﹤0.01%
6,533
1323
$212K ﹤0.01%
+7,113
1324
$211K ﹤0.01%
1,579
-182,297
1325
$211K ﹤0.01%
19,156
-2,145
51 52
53
54 55