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
1551
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-21,485
1552
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-5,840
1553
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-3,500
1554
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1555
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-4,800
1556
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-187,359
1557
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-2,619
1558
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-95,953
1559
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-219,726
1560
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-4,956
1561
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-6,585
1562
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-168,527
1563
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-13,884
1564
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-95,105
1565
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-56,456
1566
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-36,848
1567
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-3,811
1568
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-5,346
1569
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-1,839
1570
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-168,192
1571
– –
-6,506
1572
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-35,752
1573
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-29,388
1574
– –
-5,184
1575
– –
-6,975
61 62
63
64 65