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
1526
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-3,369
1527
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-23,348
1528
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-25,870
1529
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-2,527
1530
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-5,851
1531
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-6,310
1532
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-21,834
1533
– –
-26,649
1534
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-5,550
1535
– –
-10,380
1536
– –
-13,358
1537
– –
-4,035
1538
– –
-7,302
1539
– –
-6,228
1540
– –
-21,485
1541
– –
-5,840
1542
– –
-3,500
1543
– –
-4,800
1544
– –
-187,359
1545
– –
-2,619
1546
– –
-95,953
1547
– –
-219,726
1548
– –
-4,956
1549
– –
-6,585
1550
– –
-168,527
60 61
62
63 64