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
1326
$560K ﹤0.01%
9,239
-1,705
1327
$558K ﹤0.01%
6,221
-48
1328
$556K ﹤0.01%
14,799
+6,623
1329
$554K ﹤0.01%
+9,785
1330
$553K ﹤0.01%
12,112
+125
1331
$552K ﹤0.01%
17,772
-253
1332
$551K ﹤0.01%
12,339
-310
1333
$550K ﹤0.01%
+50,939
1334
$545K ﹤0.01%
6,139
1335
$538K ﹤0.01%
37,018
+9,480
1336
$538K ﹤0.01%
40,416
1337
$537K ﹤0.01%
59,534
+250
1338
$537K ﹤0.01%
+10,672
1339
$534K ﹤0.01%
6,531
1340
$529K ﹤0.01%
8,501
+330
1341
$528K ﹤0.01%
34,941
+121
1342
$525K ﹤0.01%
4,448
-1,675
1343
$517K ﹤0.01%
14,428
+1,345
1344
$516K ﹤0.01%
10,200
-213
1345
$515K ﹤0.01%
31,391
+1,517
1346
$513K ﹤0.01%
11,136
1347
$513K ﹤0.01%
3,949
-8,727
1348
$512K ﹤0.01%
31,536
+11,880
1349
$511K ﹤0.01%
61,357
-56,018
1350
$511K ﹤0.01%
21,232
+3,385
52 53
54
55 56