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
1401
$44K ﹤0.01%
+21,358
1402
$38K ﹤0.01%
+4,072
1403
$38K ﹤0.01%
+15,000
1404
$37K ﹤0.01%
+11,499
1405
$37K ﹤0.01%
31,585
-3,710
1406
$35K ﹤0.01%
+5,000
1407
$34K ﹤0.01%
3,327
-560
1408
$33K ﹤0.01%
13,271
-855
1409
$33K ﹤0.01%
+18,805
1410
$28K ﹤0.01%
39,000
-15,000
1411
$28K ﹤0.01%
25,000
1412
$25K ﹤0.01%
4,577
-1,680
1413
$23K ﹤0.01%
+250
1414
$22K ﹤0.01%
12,700
1415
$20K ﹤0.01%
56,559
1416
$18K ﹤0.01%
+10,000
1417
$16K ﹤0.01%
+15,000
1418
$13K ﹤0.01%
+50,000
1419
$12K ﹤0.01%
30,600
1420
$12K ﹤0.01%
13,600
+1,000
1421
$10K ﹤0.01%
4,326
1422
$10K ﹤0.01%
38,707
1423
$6K ﹤0.01%
175
1424
$5K ﹤0.01%
+11,248
1425
$4K ﹤0.01%
+1,030
55 56
57
58 59