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
1501
$318K ﹤0.01%
5,935
1502
$316K ﹤0.01%
+7,027
1503
$314K ﹤0.01%
3,836
-1,468
1504
$314K ﹤0.01%
90,507
+37,320
1505
$313K ﹤0.01%
3,881
1506
$313K ﹤0.01%
6,347
+775
1507
$312K ﹤0.01%
23,620
+730
1508
$309K ﹤0.01%
3,975
1509
$308K ﹤0.01%
+11,548
1510
$308K ﹤0.01%
2,168
+36
1511
$308K ﹤0.01%
2,978
-1,099
1512
$307K ﹤0.01%
4,000
1513
$307K ﹤0.01%
11,735
+516
1514
$307K ﹤0.01%
6,016
-235
1515
$304K ﹤0.01%
3,005
+7
1516
$304K ﹤0.01%
3,550
-5,216
1517
$302K ﹤0.01%
+17,529
1518
$302K ﹤0.01%
6,818
-145
1519
$302K ﹤0.01%
6,006
-65
1520
$301K ﹤0.01%
7,834
+34
1521
$300K ﹤0.01%
+199
1522
$298K ﹤0.01%
27,949
-40,560
1523
$298K ﹤0.01%
+11,691
1524
$298K ﹤0.01%
1,608
-97
1525
$297K ﹤0.01%
20,250
+3,100
59 60
61
62 63