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 17.71%
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
1501
– –
-740,009
1502
– –
-14,644
1503
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-7,851
1504
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-14,134
1505
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-46,515
1506
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-2,296
1507
– –
-13,445
1508
– –
-8,344
1509
– –
-44,555
1510
– –
-2,455
1511
– –
-10,002
1512
– –
-2,945
1513
– –
-10,895
1514
– –
-2,812
1515
– –
-93,461
1516
– –
-186,745
1517
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-6,140
1518
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-3,393
1519
– –
-4,387
1520
– –
-8,200
1521
– –
-18,829
1522
– –
-9,100
1523
– –
-17,935
1524
– –
-813,499
1525
– –
-10,930
59 60
61
62 63