Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
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
+$156M
2
+$65.3M
3
+$59.2M
4
GNRC icon
Generac Holdings
GNRC
+$41.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.8M

Top Sells

1
+$69.8M
2
+$62.7M
3
+$47.3M
4
BWXT icon
BWX Technologies
BWXT
+$45.9M
5
ANET icon
Arista Networks
ANET
+$41.2M

Sector Composition

1 Technology 17.73%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.67%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
– –
-5,184
1577
– –
-6,975
1578
– –
-12,314
1579
– –
-5,846
1580
– –
-12,200
1581
– –
-3,970
1582
– –
-10,000
1583
– –
-8,000
1584
– –
-11,009
1585
– –
-3,613
1586
– –
-12,818
1587
– –
-1,678
1588
– –
-54,918
1589
– –
-24,176
1590
– –
-230,756
1591
– –
-16,675
1592
– –
-21,810
1593
– –
-5,957
1594
– –
-87,859
1595
– –
-8,872
1596
– –
-2,833
1597
– –
-2,055
1598
– –
-15,731
1599
– –
-14,302
1600
– –
-3,749
61 62 63
64
65