Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
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
+$156M
2
+$65.3M
3
+$59.2M
4
GNRC icon
Generac Holdings
GNRC
+$41.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.8M

Top Sells

1
+$69.8M
2
+$62.7M
3
+$47.3M
4
BWXT icon
BWX Technologies
BWXT
+$45.9M
5
ANET icon
Arista Networks
ANET
+$41.2M

Sector Composition

1 Technology 17.73%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.67%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45M 0.21%
715,282
-91,443
127
$44.8M 0.2%
846,127
-47,948
128
$44.5M 0.2%
820,184
-33,580
129
$44.2M 0.2%
375,706
-54,790
130
$43.7M 0.2%
1,272,441
+60,208
131
$43.2M 0.2%
800,753
-67,770
132
$42.3M 0.19%
299,033
-16,927
133
$42.2M 0.19%
2,464,064
+2,304,088
134
$42.1M 0.19%
357,262
+252,458
135
$41.6M 0.19%
292,792
-36,679
136
$41.3M 0.19%
237,348
-31,234
137
$41.1M 0.19%
+441,055
138
$40.9M 0.19%
187,854
-39,384
139
$40.4M 0.18%
267,660
-17,315
140
$40.3M 0.18%
207,003
+20,122
141
$40M 0.18%
1,529,093
+436,104
142
$39.7M 0.18%
462,679
-25,790
143
$39.4M 0.18%
1,303,611
+235,633
144
$39.3M 0.18%
435,991
+35,352
145
$39.2M 0.18%
240,080
-8,972
146
$38.8M 0.18%
968,886
+162,602
147
$38.3M 0.18%
1,273,366
-170,300
148
$38.3M 0.17%
230,061
-1,571
149
$38M 0.17%
901,386
+45,327
150
$37.8M 0.17%
253,441
-89,867
4 5
6
7 8