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
1426
$391K ﹤0.01%
9,063
-500
1427
$391K ﹤0.01%
2,554
-845
1428
$391K ﹤0.01%
+53,432
1429
$388K ﹤0.01%
21,216
1430
$388K ﹤0.01%
+32,366
1431
$388K ﹤0.01%
23,351
+1,466
1432
$388K ﹤0.01%
5,928
+1,771
1433
$387K ﹤0.01%
10,342
-1,309
1434
$385K ﹤0.01%
5,166
+806
1435
$385K ﹤0.01%
14,615
-79
1436
$384K ﹤0.01%
5,905
-6
1437
$383K ﹤0.01%
9,326
+222
1438
$383K ﹤0.01%
4,029
+190
1439
$381K ﹤0.01%
2,547
-71
1440
$381K ﹤0.01%
20,957
+1,955
1441
$380K ﹤0.01%
7,540
-215
1442
$379K ﹤0.01%
22,587
-7,419
1443
$379K ﹤0.01%
28,485
+1,284
1444
$378K ﹤0.01%
6,893
+195
1445
$378K ﹤0.01%
+27,272
1446
$374K ﹤0.01%
3,072
+1,080
1447
$374K ﹤0.01%
18,024
+765
1448
$374K ﹤0.01%
4,900
+1,536
1449
$373K ﹤0.01%
2,062
+345
1450
$369K ﹤0.01%
8,583
+2,434