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
1376
$109K ﹤0.01%
17,200
-10,175
1377
$105K ﹤0.01%
5,571
+417
1378
$105K ﹤0.01%
+10,201
1379
$102K ﹤0.01%
12,050
1380
$99K ﹤0.01%
23,324
-6,337
1381
$95K ﹤0.01%
23,487
-396,317
1382
$94K ﹤0.01%
21,358
-3,347
1383
$93K ﹤0.01%
+11,914
1384
$92K ﹤0.01%
13,156
-1,012
1385
$92K ﹤0.01%
13,068
-34
1386
$88K ﹤0.01%
2,169
-418
1387
$83K ﹤0.01%
10,001
-6,641
1388
$82K ﹤0.01%
24,570
+5,400
1389
$80K ﹤0.01%
52,837
-30,627
1390
$79K ﹤0.01%
+10,947
1391
$74K ﹤0.01%
2,206
+50
1392
$74K ﹤0.01%
10,340
-25,033
1393
$67K ﹤0.01%
16,900
+940
1394
$67K ﹤0.01%
+1,965
1395
$65K ﹤0.01%
14,200
1396
$65K ﹤0.01%
19,749
-94,205
1397
$64K ﹤0.01%
37,671
-580
1398
$47K ﹤0.01%
+33,916
1399
$46K ﹤0.01%
+18,000
1400
$46K ﹤0.01%
17,894
-8,517
54 55
56
57 58