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
1526
$296K ﹤0.01%
5,760
1527
$294K ﹤0.01%
8,475
-2,085
1528
$294K ﹤0.01%
7,313
+559
1529
$293K ﹤0.01%
16,717
+1,000
1530
$292K ﹤0.01%
22,989
+584
1531
$291K ﹤0.01%
8,329
-550
1532
$291K ﹤0.01%
+19,750
1533
$290K ﹤0.01%
6,757
1534
$289K ﹤0.01%
+505
1535
$287K ﹤0.01%
61
-6
1536
$283K ﹤0.01%
4,797
+56
1537
$283K ﹤0.01%
5,880
+1,131
1538
$283K ﹤0.01%
8,850
1539
$282K ﹤0.01%
3,228
-9
1540
$282K ﹤0.01%
+234
1541
$282K ﹤0.01%
6,155
-33,651
1542
$281K ﹤0.01%
+4,925
1543
$280K ﹤0.01%
+15,580
1544
$278K ﹤0.01%
+18,452
1545
$276K ﹤0.01%
+4,505
1546
$276K ﹤0.01%
+7,170
1547
$276K ﹤0.01%
3,744
-499
1548
$273K ﹤0.01%
6,235
1549
$271K ﹤0.01%
+7,415
1550
$270K ﹤0.01%
5,176
-378
60 61
62
63 64