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
1326
$210K ﹤0.01%
15,848
-1,075
1327
$208K ﹤0.01%
6,963
1328
$206K ﹤0.01%
2,526
+653
1329
$204K ﹤0.01%
2,421
-865
1330
$204K ﹤0.01%
9,431
1331
$202K ﹤0.01%
2,297
-2,605
1332
$200K ﹤0.01%
+5,143
1333
$196K ﹤0.01%
11,040
-7,250
1334
$193K ﹤0.01%
13,976
+3,341
1335
$188K ﹤0.01%
15,259
-2,221
1336
$188K ﹤0.01%
12,000
1337
$185K ﹤0.01%
13,995
+3,867
1338
$185K ﹤0.01%
11,980
-1,361
1339
$185K ﹤0.01%
13,764
1340
$178K ﹤0.01%
12,330
+12
1341
$175K ﹤0.01%
+13,805
1342
$172K ﹤0.01%
20,686
-4,449
1343
$172K ﹤0.01%
23,305
1344
$172K ﹤0.01%
23,765
-10,116
1345
$170K ﹤0.01%
25,566
-680
1346
$169K ﹤0.01%
11,265
+1,178
1347
$169K ﹤0.01%
+19,130
1348
$166K ﹤0.01%
21,100
-3,300
1349
$165K ﹤0.01%
20,683
+6,715
1350
$161K ﹤0.01%
+13,642
52 53
54
55 56