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
1501
– –
-9,701
1502
– –
-39,112
1503
– –
-740,009
1504
– –
-14,644
1505
– –
-7,851
1506
– –
-14,134
1507
– –
-46,515
1508
– –
-2,296
1509
– –
-13,445
1510
– –
-8,344
1511
– –
-44,555
1512
– –
-2,455
1513
– –
-10,002
1514
– –
-2,945
1515
– –
-10,895
1516
– –
-21,221
1517
– –
-2,812
1518
– –
-93,461
1519
– –
-186,745
1520
– –
-6,140
1521
– –
-3,393
1522
– –
-4,387
1523
– –
-8,200
1524
– –
-18,829
1525
– –
-17,935
59 60
61
62 63